Pension/Investment Administrator

7 days ago

Horsham, United Kingdom Coast Specialist Recruitment Full time

The role is based in the Horsham with a highly respected IFA Wealth Manager.

Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.

KEY RESPONSIBILITIES & ACCOUNTABILITIES

  • New business processing and submission to Business quality, submitting onto external and internal systems
  • Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
  • Liaison with a variety of product providers and use of their online systems to gather valuations etc
  • Working with back-office system to maintain client records, process annual reviews reports and new business processing
  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
  • General Administration and client servicing support as needed

The role offers a competitive basic salary and supporting benefits with genuine opportunity to develop as an administrator.

  • Pensions & Investment Administrator

    2 weeks ago

    Horsham, United Kingdom Reset Recruitment Full time

    **Pensions & Investments Administrator** **Salary: £29k + Great company benefits!** **Location: Horsham (Office based)** **Hours: Full Time - Mon-Friday 9am - 17.00pm** **Free parking available** Do you want to work for a highly reputable and professional organisation that offers further study, great training, and career progression within a friendly...

  • Pension & Investment Administrator

    6 days ago

    Horsham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We have two available positions for a Pension and Investment Administrator to join our clients team based in Horsham, Sussex. This is a great opportunity to join a successful and well established team. Responsibilities will include: Provide administrative support to the financial advisers, servicing new and existing clients.Maintaining back office...

  • Pensions and Investment Administrator

    4 weeks ago

    Horsham, United Kingdom Cranleigh Personnel Full time

    **Pensions and Investment Administrator / Wealth Planning Administrator** **Based Horsham** **Salary up to £30,000** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our client is a highly successful wealth planning company with purpose built...

  • Pensions and Investment Administrator

    3 weeks ago

    Horsham, United Kingdom Cranleigh Personnel Full time

    **Pensions and Investment Administrator / Wealth Planning Administrator** **Based Horsham** **Salary up to £30,000** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our client is a highly successful wealth planning company with purpose built...

  • Pensions and Investment Administrator

    4 weeks ago

    Horsham, United Kingdom Cranleigh Personnel Full time

    **Pensions and Investment Administrator / Wealth Planning Administrator** **Based Horsham** **Salary up to £35,000 depending upon experience** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our client is a highly successful wealth planning...

  • Pensions Administrator

    3 weeks ago

    Horsham, United Kingdom Clearline Recruitmentment Ltd Full time

    **Responsibilities** - To promote and always work towards the company's policy of delivery of Client Best Interest outcomes - To always ensure adherence to the company suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy - To take responsibility for own performance and to...

  • Pensions Administrator

    1 week ago

    Horsham, West Sussex, United Kingdom Alexander Lloyd Full time

    A reputable Financial Services firm in Horsham are recruiting for a Pensions Administrator to join their busy and growing Financial Services administration team.You will be responsible for administration across SIPP's including transfers in and out, benefit calculations and payments, death, divorce cases, investment transactions and the day to day management...

  • Pensions Administrator

    3 weeks ago

    Horsham, United Kingdom Schroders Full time

    **Pension Administrator** **About Benchmark** At Benchmark, we are dedicated to providing exceptional solutions and support to financial advisers. Our award-winning services cover regulatory, platform, and investment needs, empowering advisers to enhance their productivity, accelerate growth, and deliver value to their clients. We also operate our own...

  • Pensions Administrator

    4 weeks ago

    Horsham, United Kingdom Schroders Full time

    **Pension Administrator** **About Benchmark** At Benchmark, we are dedicated to providing exceptional solutions and support to financial advisers. Our award-winning services cover regulatory, platform, and investment needs, empowering advisers to enhance their productivity, accelerate growth, and deliver value to their clients. We also operate our own...

  • Pensions Administrator

    4 weeks ago

    Horsham, United Kingdom Schroders Full time

    **Pension Administrator** **About Benchmark** At Benchmark, we are dedicated to providing exceptional solutions and support to financial advisers. Our award-winning services cover regulatory, platform, and investment needs, empowering advisers to enhance their productivity, accelerate growth, and deliver value to their clients. We also operate our own...

  • Pensions Administrator

    1 month ago

    Horsham, United Kingdom Schroders Full time

    Pension Administrator About Benchmark At Benchmark, we are dedicated to providing exceptional solutions and support to financial advisers. Our award-winning services cover regulatory, platform, and investment needs, empowering advisers to enhance their productivity, accelerate growth, and deliver value to their clients. We also operate our own...

  • Pensions Administrator

    4 weeks ago

    Horsham, United Kingdom Schroders Full time

    Pension Administrator About Benchmark At Benchmark, we are dedicated to providing exceptional solutions and support to financial advisers. Our award-winning services cover regulatory, platform, and investment needs, empowering advisers to enhance their productivity, accelerate growth, and deliver value to their clients. We also operate our own...

  • Pensions Administrator

    1 week ago

    Horsham, United Kingdom Schroders Full time

    Pension Administrator About Benchmark At Benchmark, we are dedicated to providing exceptional solutions and support to financial advisers. Our award-winning services cover regulatory, platform, and investment needs, empowering advisers to enhance their productivity, accelerate growth, and deliver value to their clients. We also operate our own...

  • Pensions Administrator

    1 week ago

    Horsham, West Sussex, United Kingdom Schroders Full time

    Pension AdministratorAbout BenchmarkAt Benchmark, we are dedicated to providing exceptional solutions and support to financial advisers. Our award-winning services cover regulatory, platform, and investment needs, empowering advisers to enhance their productivity, accelerate growth, and deliver value to their clients. We also operate our own Financial Advice...

  • Pensions Administrator

    1 week ago

    Horsham, West Sussex, United Kingdom Schroders Full time

    About BenchmarkOur award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey - from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value.We support high quality financial advisers...

  • Pensions Administrator

    1 month ago

    Horsham, United Kingdom Schroders Full time

    **Pension Administrator** **Company Overview**:Join Benchmark, a leading provider of regulatory, platform, and investment services, dedicated to empowering financial advisers at every stage of their journey. Our award-winning solutions streamline financial advice businesses, drive growth, and ensure client success. With a commitment to Treating Customers...

  • Pensions Administrator

    3 weeks ago

    Horsham, United Kingdom Interpersonnel UK Ltd Full time

    Pensions Administrator (SIPP) Hybrid Horsham £26000 - £28000/annum + Excellent benefits Pensions Administrator (SIPP) Full time / Permanent Helping advisers to look after their clients is at the centre of everything they do. My clients award-winning solutions, which includes the Fusion Wealth platform, support over 1600 advisers with £18 billion of...

  • Pensions Administrator

    2 weeks ago

    Horsham, United Kingdom Schroders Full time

    About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey - from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value. We support high quality financial...

  • Pensions Administrator

    3 weeks ago

    Horsham, United Kingdom Schroders Full time

    About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey - from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value. We support high quality financial...

  • Investment Analyst

    1 week ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Our client is a successful and established IFA firm in Horsham and they are looking to add an Investment Analyst to the teamAs an Investment Analyst you will need to have some knowledge in researching and understanding the financial markets, the fund universe, tax wrappers, platforms and providers, and be able to communicate this information to others.b) The...