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