Administrator Pensions & Investments

First Recruitment Services; Horsham; On-site; GBP 30,000 - 35,000; Full time

Job summary

An established industry player in financial services is seeking a skilled Administrator to support financial advisers in delivering exceptional client service. This role involves providing comprehensive administrative support in the pensions and investment sector, ensuring efficient processing of applications, and maintaining communication with clients throughout the process. The ideal candidate will thrive in a fast-paced environment, demonstrating strong communication skills and a collaborative mindset. Join a dynamic team and contribute to outstanding service in a rewarding role with competitive benefits.

Benefits

Holiday

Pension

Death in service

Income protection

Discretionary bonus

Qualifications

• Proven experience within the Financial Services industry Wealth sector.
• Methodical, well-organised approach to planning and executing tasks.

Responsibilities

• Provide comprehensive technical and administrative support to advisers.
• Process new business applications, such as pension transfers and investment submissions.
• Address client queries, including changes to income and withdrawal requests.

Skills

Excellent communication skills

Ability to perform under pressure

Team player

Organizational skills

Job description

• Position:Administrator Pensions & Investment
• Salary: £30,000 – £35,000
• Location: Horsham
• Hours: Monday – Friday, 9am – 5 pm Onsite
• Benefits: holiday, Pension, Death in service, income protection, bonus

Our client is one of the UK largest financial advisers. We are seeking a skilled Administrator to provide financial advisers with exceptional administrative support to enable them to deliver outstanding client service. As an Administrator you will work in the Life protection, pensions, and investment business to ensure its efficient processing and successful completion. You will

Administrator Responsibilities

Pensions & Investments

Provide comprehensive technical and administrative support to advisers.

Address client queries, including changes to income and withdrawal requests.

Process new business applications, such as pension transfers and investment submissions.

Prepare financial illustrations and application forms.

Communicate with providers to follow up on applications and keep clients informed of progress.

Generate quotes and submit new protection applications.

Ensure clients are kept updated on the status of their applications throughout the process.

General Duties

Proven experience within the Financial Services industry Wealth sector.

Adapt to additional roles and responsibilities as required, aligned with your skills and experience.

Skills & Competencies Required

Ability to perform effectively under pressure.

Excellent communication skills at all levels.

Strong team player with a collaborative mindset.

Methodical, well-organised approach to planning and executing tasks.

Demonstrates honesty and integrity in all work.

Benefits

Death in Service (DIS).

Income Protection cover.

Discretionary bonus.

Pension plan.

Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.