We have two available positions for a Pension and Investment Administrator to join our client's 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