Pension & Investment Administrator - Horsham

TN United Kingdom; Horsham; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Pension & Investment Administrator to join their successful team in Horsham. This full-time role offers hybrid working and involves providing essential administrative support to financial advisers while managing client relationships. Responsibilities include navigating various provider platforms, maintaining back office systems, and handling the annual review process. The ideal candidate will have experience in pension and investment administration, excellent communication skills, and proficiency in Microsoft Office. This is a fantastic opportunity to contribute to a well-regarded team and grow within the finance sector.

Qualifications

• Experience in pension and investment administration is essential.
• Strong verbal and written communication skills are required.

Responsibilities

• Provide administrative support to financial advisers and clients.
• Organise adviser diaries and manage client meetings.
• Handle the annual review process including report writing.

Skills

Administrative Support

Communication Skills

Pension Administration

Investment Administration

Client Servicing

Microsoft Office (Word, Outlook, Excel)

Tools

Voyant

Cashcalc

O & M

Selectapension

Job description

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Pension & Investment Administrator - Horsham, Horsham

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Client:

Location:

Horsham, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

cb4b1960cce6

Job Views:

6

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

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
  
• 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.