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 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.

  • 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 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

    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...

  • 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 & 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

    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....

  • 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 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

    3 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

    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

    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...

  • Pension Administration Team Manager

    4 days ago

    Horsham, United Kingdom Schroders Full time

    Overall purpose of the job Responsible for leading and developing the pension administration team. The Team Manager will be responsible for overseeing all aspects of the teams’ activities, ensuring accurate and efficient processing whilst maintaining a high level of service and good client outcomes. The role requires strong management skills, in depth...