Pension & Investment Administrator

Morgan McKinley is looking for an experience Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Pensions & Investment Administrator will be supporting the Financial Advisers on a daily basis. The role can be office based or hybrid working.

Salary: £28-32K Pensions & Investment Admin duties:

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• Support the financial services team with all admin and compliance processing
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• Updating the in-house systems and compliance files
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• Submit the online pension and investment info on the portals
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• Issue documents to clients including post sales letters and plan schedules
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• Any other admin duties requested and also produce ongoing service reports
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• Liaise regularly with the pension / investment providers
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Skills and experience:

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• Proven experience working in a similar Pensions or Investment Admin, paraplanning support role within financial services
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• Excellent communication and IT skills
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• Knowledge of financial services providers and products
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