Pension and Investment Support Specialist
3 weeks ago
This exciting opportunity has arisen for an experienced Pension and Investment Support Specialist to join our clients team in Horsham, Sussex.
The ideal candidate will have experience of providing administrative support to financial advisers, including maintaining back office systems and navigating through different provider platforms.
A key responsibility of this role will be to assist with the annual review process, including writing reports and communicating with clients.
Additionally, the successful candidate will be responsible for writing reports, supporting clients, and undertaking the letter of authority process.
This is a full-time position, offering a salary of £28-34k per annum and the opportunity to work in a dynamic team.
- Strong communication and organisational skills
- Experience of pension and investment administration
- Ability to work independently and as part of a team
- Familiarity with Microsoft Office software
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