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:
1. Provide administrative support to the financial advisers, servicing new and existing clients.
2. Maintaining back office systems
3. Organising adviser diaries and booking client meetings
4. Navigate through different provider platforms
5. 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
6. Writing top up, transfer and withdrawal reports including factfinds
7. Supporting clients throughout the planning process, from the first point of contact through updating and answering queries
8. Undertaking the letter of authority process including chasing providers and providing updates to clients and the planners
9. Creating and maintaining spreadsheets to keep the team informed at all stages of the planning process
Desirable:
10. Excellent verbal and written communication skills
11. Experience of pension, investment, and protection administration
12. Experience of processing new business applications and ongoing client servicing
13. Basic Microsoft Office skills with Word, Outlook and Excel
This is a full time role, offering hybrid working.