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Financial Services

Horsham

18/06/2024

Type of Position: Pension & Investment Administrator - Horsham
Pay: £28k - £34k

Pension & Investment Administrator - Horsham

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 systems
  • Organising adviser diaries and booking client meetings
  • Navigate through different provider platforms
  • Taking charge of the annual review process in full including writing reports including cashflow modelling (Voyant, Cashcalc, O & M,  Selectapension) and post meeting action point letters for clients
  • Writing top up, transfer and withdrawal reports including factfinds
  • Supporting clients throughout the planning process, from the first point of contact through updating and answering queries
  • Undertaking the letter of authority process including chasing providers and providing updates to clients and the planners
  • Creating and maintaining spreadsheets to keep the team informed at all stages of the planning process
     

Desirable:

  • 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
     

This is a full time role, offering hybrid working. If you are interested in this position then please forward your CV to sam@artemisrecruitment.co.uk 

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