Pension and Investment Support Specialist

1 week ago


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

Artemis Recruitment Consultants Ltd is seeking a skilled Pension and Investment Support Specialist to join their team in Horsham, Sussex.

About the Role

The successful candidate will provide administrative support to financial advisers and clients, maintaining back office systems and navigating provider platforms. They will also organise adviser diaries, book client meetings, and coordinate annual reviews, writing reports and post-meeting letters. Additionally, they will support clients throughout the planning process, updating and answering queries, and process new business applications and ongoing client servicing.

Key Responsibilities
  • Provide administrative support to financial advisers and clients
  • Maintain back office systems and navigate provider platforms
  • Organise adviser diaries and book client meetings
  • Coordinate annual reviews, write reports, and send post-meeting letters
  • Support clients throughout the planning process, update and answer queries
  • Process new business applications and ongoing client servicing
Requirements

We are looking for an individual with excellent communication skills, experience working with pensions and investments, and basic Microsoft Office skills. A full-time role offering hybrid working, this position comes with a competitive salary of £35,000 - £40,000 per annum, reflecting the cost of living in Horsham, Sussex.



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