Pensions & Investment Administrator
4 days ago
**Job Title**: Pensions & Investment Administrator
**Location**: Horsham
**Salary**:£29k per annum
**Full Time**
**Responsibilities**
- To promote and work at all times towards the clients policy of delivery of Client Best Interest outcomes.
- To ensure adherence at all times to the clients 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 identify personal development areas.
- That all advisers supply a full compliant file to the administration team before processing any new business
- All clients must be entered onto the back office system
- Submit pension and investments to providers on line (via providers website) or by post.
- Chase providers on the progress of business in a timely and effective manner
- Update clients progress of workflow
- To prioritise workload to ensure deadlines are met
- Chase client authorities with insurance companies
- Ensure all documents held on client files are scanned to INVU or Intelligent Office
- Issue documents to clients including post sales letters and plan schedules
- Produce ongoing service reports for adviser's client meetings with all supporting documentation in a timely and effective manner
- Ensure that all client's details that are signed up to an ongoing service are added to Mailchimp to receive publications.
**Requirements**:
- Good keyboard skills
- Good communication skills
- Problem solving
- Time Management
- Up to date knowledge of financial services providers and products
- Previous knowledge of the Insurance/Financial Services Industry is essential.
- Ability to work on own initiative as well as working effectively as part of a team; however, even more importantly is the willingness to adopt a flexible approach to the work undertaken.
- Demonstrate commitment by regular attendance and efficient completion of all tasks allocated.
- Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.
- Maintain high standards of personal accountability.
- Willingness to undertake training and progress personal development.
- Previous experience as an administrator within the financial services industry
- Especially with Investments, Pensions e.g. Personal, GPP or Occupational
- FA1 - Life office administration
**Desirable**
- FA2 - Pensions administration
- CF1 - UK Financial Services, regulation and ethics
- RO1 - Financial services, regulation and ethics
For more information please contact Chris Gower at Clearline Recruitment.
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