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Pension & Investment Administrator

Artemis Recruitment Consultants Ltd
Job LocationHorsham
EducationNot Mentioned
Salary£28,000 - £34,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

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
Desirable:
  • 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
If you are interested in applying for this position, then please send a copy of your CV to Sam at Artemis Recruitment.Required skills
  • Administrative
  • Administrative Support
  • Applying
  • Back Office
  • Business Applications
  • Investment
  • Microsoft Office
  • Reports
  • Writing
  • Written Communication

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