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Pensions & Investment Administrator

Vacancy Title: Pensions & Investment Administrator
Contract Type: Permanent
Location: Horsham, West Sussex
Industry:
Salary: Up to £25000.00 per annum + Pension + Benefits
Start Date: 02/01/2019
REF: BBBH5240_1543839153
Contact Name: Financial Services
Contact Email: chloe.emmerson@dynamiterecruitment.com
Vacancy Published: 11 days ago

Vacancy Description

Pension & Invesment Administrator - FULL OR PART TIME CONSIDERED

We are recruiting for a client that is recruiting for a Pension and Invesmtent Administrator to support a large and busy IFA practice.

On offer is a competitive salary and benefits package with bonus.

The main dutis for this role are

You must check to ensure that all advisers supply a full compliant file to the administration team before processing any new business

Add dlients to the back office systems

Submit pension and investments to providers on line or by post

Chase providers on the progress of business in a timely and effective manner

Update clients progress of workflow

To prioritise workload to ensure deadlines are met

Chase client authorities with insurance companies

Ensure all documents held on client files are scanned to system or Intelligent Office

Issue documents to clients including post sales letters and plan schedules

Produce ongoing service reports for adviser's client meetings with all supporting documentation in a timely and effective manner.

For this role you will need to have a background in Pensions & Investments however Pensions would be the required product preferred.

You will need good attentions to detail

Strong communication skills

FA2 or RO1 or equivilant or desire to complete these.

If you have worked within an IFA this is advantageous but not essential

Please apply on the Dynamite Recruitment Website or call 02392 455422

Key Words: Pension, Pension Administrator, Pension & Investments, Group Pensions, IFA Administration, Financial Services, Financial Planning, Pension Planning. Pensions Review.

Investment administration, Investments Investments admin. Financial Planning Assistant

Financial planning, Wealth Planning IFA, FA2 FA2, RO1 RO1 RO1 FA2 FA2 FA2 FA2.

CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.