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 This is a full time role, offering hybrid working.