Pensions and Investment Administrator
6 months ago
**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 company with purpose built offices based in Horsham (parking available)
They are now looking for a Wealth Planning Administrator to join their team
**Key responsibilities of the role:
- **
- Submit pension and investments to providers online
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
**Info on role**
- There are 14 in their team
- The Hours are 9am-5pm
- Salary up to £35,000
To find out more about the role and company please apply.
**Salary**: £25,000.00-£35,000.00 per year
Schedule:
- Monday to Friday
Application question(s):
- Do you have at least 1 x years ifa admin experience?
Work Location: In person
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