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- Tasks: Support financial advisers with admin and compliance processing in pensions and investments.
- Company: Join a reputable firm in Horsham, West Sussex, with a supportive team culture.
- Benefits: Competitive salary of £28-32K, flexible hybrid working options, and career development opportunities.
- Why this job: Make a difference in the financial services sector while gaining valuable experience.
- Qualifications: Experience in pensions or investment administration and strong communication skills required.
- Other info: Dynamic role with opportunities to liaise with top financial service providers.
The predicted salary is between 28000 - 32000 £ per year.
Morgan McKinley is looking for an experienced 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
Pension & Investment Administrator employer: Morgan Mckinley (Crawley)
Contact Detail:
Morgan Mckinley (Crawley) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension & Investment Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about pensions and investments. A friendly chat can lead to insider info on job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and compliance processes. We recommend practising common interview questions related to pensions and investments so you can showcase your expertise confidently.
✨Tip Number 3
Don’t forget to tailor your approach! When applying through our website, make sure your application highlights your relevant experience in admin support and compliance processing. Show them you’re the perfect fit for their team!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you fresh in their minds. It’s a great way to reiterate your interest in the role and remind them why you’d be an awesome addition to their financial services team.
We think you need these skills to ace Pension & Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in pensions and investment administration. We want to see how your skills match the job description, so don’t be shy about showcasing relevant roles and responsibilities you've had in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. We love seeing enthusiasm for the financial services sector, so let your passion come through in your writing.
Show Off Your Communication Skills: Since the role involves liaising with clients and providers, make sure your application reflects your excellent communication skills. We appreciate clear and concise language, so keep it professional yet approachable.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Morgan Mckinley (Crawley)
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investment products. Familiarise yourself with the latest trends and regulations in the financial services sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Pensions & Investment Administrator, you'll be liaising with financial advisers and clients regularly. Prepare examples of how you've effectively communicated complex information in previous roles. Practising clear and concise explanations can really set you apart.
✨Get Comfortable with Tech
Since the role involves updating in-house systems and using online portals, make sure you're comfortable with technology. If there are specific software tools mentioned in the job description, try to get familiar with them beforehand. It’ll give you an edge during the interview.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This shows that you're not just interested in any job, but specifically in how you can contribute to their team.
