Pensions and Investments Administrator
Pensions and Investment AdministratorHorsham, West SussexFull-Time Permanent Office-BasedAre you an experienced Financial Services Administrator with strong knowledge of pensions and investments?We''re recruiting for a Pensions and 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 RoleAs a Pensions and 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 ResponsibilitiesProcess pension and investment applications via provider platforms and by postChase providers and clients to progress cases efficientlyMaintain accurate client records in the back-office systemScan and upload all documentation to internal systems (INVU / Intelligent Office)Issue plan schedules, post-sale letters, and service documentationProduce ongoing service reports and meeting packs for advisersEnsure all new clients and cases meet compliance and regulatory standardsSupport advisers with general admin queriesPrioritise workload and meet ..... full job details .....
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