We have two available positions for a Pension and Investment Administrator to join our clients team based in Horsham, Sussex. This is a great opportunity to join a successful and well established team.
Responsibilities will include:
- Provide administrative support to the financial advisers, servicing new and existing clients.
- Maintaining back office systems
- Organising adviser diaries and booking client meetings
- Navigate through different provider platforms
- Taking charge of the annual review process in full including writing reports including cashflow modelling (Voyant, Cashcalc, O & M, Selectapension) and post meeting action point letters for clients
- Writing top up, transfer and withdrawal reports including factfinds
- Supporting clients throughout the planning process, from the first point of contact through updating and answering queries
- Undertaking the letter of authority process including chasing providers and providing updates to clients and the planners
- Creating and maintaining spreadsheets to keep the team informed at all stages of the planning process
Desirable:
- Excellent verbal and written communication skills
- Experience of pension, investment, and protection administration
- Experience of processing new business applications and ongoing client servicing
- Basic Microsoft Office skills with Word, Outlook and Excel
If you are interested in applying for this position, then please send a copy of your CV to Sam at Artemis Recruitment.