Investment and Pension Administrator
2 days ago
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 navigating through different provider platforms.
A key aspect of this role is the annual review process, which involves writing reports including cashflow modelling (Voyant, Cashcalc, O & M, Selectapension) and post meeting action point letters for clients.
Other responsibilities include writing top up, transfer and withdrawal reports including factfinds, supporting clients throughout the planning process, and undertaking the letter of authority process.
This is a full-time role, offering hybrid working and a competitive salary of £28-34k per annum.
- Excellent verbal and written communication skills
- Experience of pension, investment, and protection administration
- Experience of processing new business applications and ongoing client servicing
- Basic Microsoft Office skills with Word, Outlook and Excel
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