Vargo Group
Pensions & Investments Associate
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Pensions & Investments Associate
Quai Digital | Peterborough | Temporary, initially 3–6 months
Rate: Negotiable
Put your pensions and investment administration experience to work in a varied role supporting clients and their investors. Quai Digital administers pension and investment accounts across products including SIPPs, personal pensions, ISAs, GIAs and LISAs, with accurate processing and responsive client service at the heart of the work.
This is an initial three-to-six-month temporary assignment, with the likelihood of a permanent opportunity for the right person.
The Role
Reporting to the Administration Operations Admin Team Leader, you will process and check pension and investment administration, respond to account queries and help the team meet agreed service levels.
- Process and check administration across SIPP, personal pension, ISA, GIA and LISA accounts.
- Liaise with clients about investor accounts and manage mailbox queries from clients, independent financial advisers and product providers.
- Complete daily, weekly and monthly tasks accurately and within deadlines.
- Support workload allocation, check colleagues’ work and assist with cross-training.
- Keep procedures up to date, suggest process improvements and support internal projects and new client onboarding.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What You Will Bring
- Previous experience in pensions and investment administration is essential. You will need practical understanding of pension and investment accounts, strong attention to detail and confidence managing competing priorities in a busy environment.
- Clear written and verbal communication and a strong commitment to customer service.
- Good organisation, teamwork and a professional approach.
- Working knowledge of Microsoft Office, particularly Excel.
- Maths and English GCSEs at Grade C or above, or equivalent.
- A pension administration qualification is desirable.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Location and Working Pattern
Peterborough, PE2 6FL. 35 hours per week, Monday to Friday, 9am–5pm.
- Four days each week on site and one day working remotely. This arrangement is non-negotiable. You must be able to commute reliably to the Peterborough office.
Quai Digital welcomes applicants from a variety of backgrounds and is committed to an inclusive workplace and equal opportunities.
If you have the required pensions and investment background and can commit to this working pattern, apply with your CV.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London