Pensions Administrator

1 week 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 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 online (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.

**Qualifications and Experience**
- Essential:_
- Previous experience as an administrator within the financial services industry, especially with Investments, Pensions e.g Personal, GPP or Occupational
- Previous knowledge of the Insurance/Financial Services Industry is essential.
- Good keyboard skills
- Desirable:_
- FA1 - Life office administration
- FA2 - Pensions administration
- CF1 - UK Financial Services, regulation, and ethics
- RO1 - Financial services, regulation, and ethics

**Personal Skills**
- 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.
- Good communication skills
- Problem solving
- Time Management
- Up to date knowledge of financial services providers and products

**Job Title**:Pensions Administrator

**Location**:Horsham

**Salary**:£29,000 per annum

**Full Time**

**For more information, please contact Jamie Woodward at Clearline Recruitment.



  • Horsham, United Kingdom Clearwater People Solutions Ltd Full time

    Our client, a people centric financial advisory organisation that specializes in investing and pensions, is looking for a Pensions Administrator to join and offer support to their Pensions Advisory team. Our client invests in its employees by offering alltools and support needed to progress through the business, they also offer on-site gym and canteen...

  • Pensions Administrator

    4 minutes ago


    Horsham, 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...


  • Horsham, 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...

  • Pensions Administrator

    7 months 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

    7 months 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...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    About the Role: Senior Pension Administrator Schroders Recruitment is currently seeking a highly skilled Senior Pension Administrator to join our team. In this role, you will provide administrative support to the pension administration team, ensuring that all tasks are completed accurately and efficiently. The estimated salary for this role is £55,000 -...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    **About ENGINEERINGUK**We provide innovative investment management solutions to clients through our award-winning technology. Our mission is to offer exceptional investment performance through active management and an inclusive culture that fosters diversity of thought.We're seeking a skilled Pension Administrator to join our team of professionals...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    Head of Pension Administration:">We are seeking an exceptional pension administration leader to head up our pension administration function. As a key member of our operations department, you will be responsible for managing a team of administrators and senior administrators, providing guidance, coaching, and performance feedback to ensure a high-performing...


  • Horsham, United Kingdom Insure Recruitment Full time

    3You are experienced in SIPP or Defined Contribution (DC) and with your ever-so-open to learning and enthusiastic attitude, you are now looking to expand your professional experience with one of the leading financial services. Being a part of a growing team in a fast-paced environment, you will be responsible for managing and administering SIPP providing...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About UsSchroders is a global investment manager with a history dating back over 200 years. We provide asset management services to institutional and individual investors around the world. Our mission is to provide excellent investment performance to our clients through active management and to facilitate diversity of thought through an inclusive...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    Welcome to ENGINEERINGUKWe're dedicated to supporting financial advisers with our cutting-edge technology and expert services.Pension Administrator RoleIn this position, you'll work closely with our team of 12 administrators to provide top-notch customer service to our clients.Your Key FunctionsEstablish new pension accounts and guarantee compliance with...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    Senior Pension Administrator - Leadership Role Job Overview: We are seeking an experienced Senior Pension Administrator to take on a leadership role within our pension administration team. The ideal candidate will have strong leadership skills, in-depth knowledge of pension products and processes, and the ability to proactively collaborate with stakeholders....


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    About EngineeringUKOur company provides award-winning solutions to support financial advisers at every step of their journey.The TeamWe have a team of 12 administrators who deliver high-quality customer service to ensure clients experience a smooth journey from opening their pension account to retirement.Key ResponsibilitiesOpen new pension accounts,...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About SchrodersWe are a leading global asset management company, dedicated to providing investment solutions that help our clients achieve their goals.Our award-winning solutions cover regulatory, platform and investment services, designed to support financial advisers at every step of their journey – from starting and running a financial advice business...


  • Horsham, United Kingdom Clearline Recruitmentment Ltd Full time

    **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...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    We are looking for a Retirement Income Coordinator to join our team at Schroders Recruitment. This role comes with an estimated salary of £29,000 - £31,000 per annum.The RoleIn this position, you will work closely with our clients to deliver exceptional customer service and ensure that their pension needs are met. Key responsibilities include:Opening new...


  • Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a highly skilled Pension and Investment Administrator to join our clients team based in Horsham, Sussex.The successful candidate will provide administrative support to the financial advisers, servicing new and existing clients. This includes maintaining back office systems, organising adviser diaries and booking client meetings, as well as...


  • Horsham, United Kingdom Reset Recruitment Ltd 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...


  • Horsham, United Kingdom Reset Recruitment Ltd Full time

    **Pensions & Investments Administrator** **Salary: £29k** **Location: Horsham** **Hours: Full Time - Mon-Friday 9am - 17.30pm** Do you want to work for a highly reputable and professional organisation that offers further study, great training, and career progression within a friendly and supportive team? If so, I have an excellent opportunity that has...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    Pension Administration Team Lead:">We are seeking a seasoned pension administration professional to lead and develop our pension administration team. As a key member of our operations department, you will be responsible for managing a team of administrators and senior administrators, providing guidance, coaching, and performance feedback to ensure a...