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Pension Administrator

Location: HORSHAM, WEST SUSSEX, UNITED KINGDOM Salary: 25,000-27,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 2 months ago Reference: X3-279586

My client is an extremely successful wealth management practice, with a team of experienced specialist expertise, who provides help to clients to better their financial position.

My client is looking to expand their team and seeking for an experienced and ambitious Pensions & Investment Administrator in their Horsham team. Ideal candidates will come from a background in pensions.
 

Main Duties:

Provide full administration support to all IPFA advisers

Assist all IPFA advisers with any general queries

Assist the IPFA Operations Manager

That all advisers supply a full compliant file to the administration team before processing any new business

Enter all clients onto the back office system

Submit pension and investments to providers on line.

Chase providers on the progress of business in a timely and effective manner

Ensure all documents held on client files are scanned to INVU or Intelligent Office

Produce ongoing service reports for adviser’s client meetings

Be a first point of contact for the team with any problems that they are unable to assist advisers or providers

 

Skills / Experience Required:

Previous knowledge of the Financial Services Industry is essential - Especially with Investments, Pensions e.g Personal, GPP or Occupational

FA1 – Life office administration - Financial Services Qualifications desirable

Practical experience with Word, Excel and Database applications

 

This is an excellent opportunity for an experienced Pensions & Investments Administrator to join a successful wealth management practice. If you think you are a suitable individual with the right skills please get in touch.

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