Pensions & Investment Administrator

Horsham, West Sussex
Full-Time | Permanent | Office-Based


Are you an experienced Financial Services Administrator with strong knowledge of pensions and investments?
We’re recruiting for a Pensions & Investment Administrator to join a dedicated Financial Adviser Support team in Horsham, West Sussex.
This is a great opportunity to join a highly respected national network where you’ll play a key role in supporting advisers, delivering excellent client outcomes, and ensuring smooth end-to-end processing of pension and investment business.


About the Role

As a Pensions & Investment Administrator, you will provide full administrative support to advisers and colleagues, ensuring all cases are processed accurately, compliantly, and efficiently. You’ll be heavily involved in day-to-day workflows, liaising with providers and clients, and helping deliver a seamless service across the network.


Key Responsibilities

*Process pension & investment applications via provider platforms and by post
*Chase providers and clients to progress cases efficiently
*Maintain accurate client records in the back-office system
*Scan and upload all documentation to internal systems (INVU / Intelligent Office)
*Issue plan schedules, post-sale letters, and service documentation
*Produce ongoing service reports and meeting packs for advisers
*Ensure all new clients and cases meet compliance and regulatory standards
*Support advisers with general admin queries
*Prioritise workload and meet deadlines
*Contribute to the delivery of "Client Best Interest" outcomes at all times


What We’re Looking For

Essential Skills & Experience

*Previous experience in Financial Services administration
*Strong understanding of pensions & investments (personal, GPP, or occupational)
*FA1 – Life Office Administration qualification is essential
*Solid knowledge of providers, products, and industry processes
*Good Word, Excel and database skills
*Excellent communication and problem-solving abilities
*Strong time-management and organisational skills


Desirable (not essential)

*FA2, CF1 or RO1 qualifications
*Experience using Intelligent Office / INVU
*Additional admin experience within an IFA/network environment


Who You Are*Organised, accurate and confident working under pressure
*A strong team player with a flexible, positive approach
*Someone who takes pride in their work and maintains high standards
*Customer-focused with the ability to communicate well at all levels
*Proactive about personal development and ongoing training


Why Join ?

The firm is one of the UK’s leading financial advice networks, supporting advisers across the country with compliance, finance, operations and business support.
You’ll be joining a business built on values of Integrity, Professionalism, Consumer Focus and Partnership, with a strong focus on quality outcomes and staff development.


How to Apply

If you have pensions & investment administration experience and are looking for a role where accuracy, client service and development are valued, we’d love to hear from you.
Click Apply Now or send your CV for immediate consideration.