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Pension and investment administrator & researcher

Hailsham
Investment administrator
£25,000 - £35,000 a year
Posted: 8h ago
Offer description

Pension and Investment Administrator & Researcher – Hailsham Salary: £25,000 – £35,000 Benefits Location: Hailsham, East Sussex Recruiter: Cameron James Professional Recruitment Fantastic opportunity for an experienced Pension Administrator or Investment Administrator to join a reputable Chartered Financial Planning firm in Hailsham. This is a varied and rewarding role offering long-term career growth, structured training, and professional development support. Overview As a Pension and Investment Administrator & Researcher, you’ll provide vital administrative and research support to Financial Planners, ensuring exceptional client service and accurate, compliant delivery across pensions and investments. Key Responsibilities * Pension Administration: Process pension transfers, drawdowns, and retirements. Maintain accurate client and provider records. * Investment Administration: Manage ISA, GIA, and SIPP cases, prepare valuations, and complete fund switches and rebalancing. * Research & Reports: Conduct product and fund research, prepare illustrations, and assist with investment strategy reviews. * Client Support: Deliver excellent service, liaising with clients, providers, and platforms to progress cases efficiently. * Compliance: Maintain records to FCA standards, ensuring all work meets internal and regulatory requirements. Requirements * Experience as a Pension Administrator or Investment Administrator within an IFA, Wealth Management, or Platform environment. * Strong knowledge of SIPP, ISA, GIA, and drawdown products. * Excellent organisation, communication, and attention to detail. * Proficiency with Microsoft Office and CRM/back-office systems. * Working toward or holding Level 4 (DipPFS or equivalent) desirable. Benefits * £25,000 – £35,000 DOE full benefits. * Excellent training, study support & career progression. * Work with a highly respected Chartered firm in Hailsham. Contact: Bryn McMillan – Financial Services Recruitment Director Cameron James Professional Recruitment Keywords: Pension Administrator, Investment Administrator, Pension Administration, Investment Administration, IFA Administrator, Wealth Management, Financial Planning, Hailsham, East Sussex, SIPP, Drawdown, ISA, GIA, FCA Compliance, Chartered Firm, Back-Office Systems

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