Pension & Investment Administrator
other jobs Morgan McKinley
Added before 6 hours
- England,South East,West Sussex,Horsham
- Full Time, Permanent
- £28,000 - £32,000 per annum
Job Description:
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:
*Support the financial services team with all admin and compliance processing
*Updating the in-house systems and compliance files
*Submit the online pension and investment info on the portals
*Issue documents to clients including post sales letters and plan schedules
*Any other admin duties requested and also produce ongoing service reports
*Liaise regularly with the pension / investment providers
Skills and experience:
*Proven experience working in a similar Pensions or Investment Admin, paraplanning support role within financial services
*Excellent communication and IT skills
*Knowledge of financial services providers and products
Salary: £28-32K
Pensions & Investment Admin duties:
*Support the financial services team with all admin and compliance processing
*Updating the in-house systems and compliance files
*Submit the online pension and investment info on the portals
*Issue documents to clients including post sales letters and plan schedules
*Any other admin duties requested and also produce ongoing service reports
*Liaise regularly with the pension / investment providers
Skills and experience:
*Proven experience working in a similar Pensions or Investment Admin, paraplanning support role within financial services
*Excellent communication and IT skills
*Knowledge of financial services providers and products
Job number 3403076
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Company Details:
Morgan McKinley
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