Pension & Investment Administrator
Morgan Mckinley (Crawley)
Horsham, UK
Published 2 weeks ago
£28,000 - £32,000
Morgan McKinley is looking for an experience Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Pensions & Investment Administrator will be supporting the Financial Advisers on a daily basis. The role can be office based or hybrid working.
Salary: 28-32K
Pensions & Investment Admin duties:
- Support the financial services team with all admin and compliance processing
- Updating the in-house systems and compliance files
- Submit the online pension and investment info on the portals
- Issue documents to clients including post sales letters and plan schedules
- Any other admin duties requested and also produce ongoing service reports
- Liaise regularly with the pension / investment providers
Skills and experience:
- Proven experience working in a similar Pensions or Investment Admin, paraplanning support role within financial services
- Excellent communication and IT skills
- Knowledge of financial services providers and products
Salary range
- £28,000 - £32,000