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- Tasks: Support financial advisers with admin tasks and compliance processing in a dynamic environment.
- Company: Join Morgan McKinley, a leading firm in the financial services sector.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Why this job: Make a real difference in the financial world while developing your skills.
- Qualifications: Experience in pensions or investment administration and strong communication skills.
- Other info: Hybrid working available, perfect for balancing work and study.
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 in Horsham employer: Morgan McKinley
Contact Detail:
Morgan McKinley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension & Investment Administrator in Horsham
✨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 follow up after interviews! A quick thank-you email can keep you fresh in the interviewer’s mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Apply through our website for the best chance at landing that Pension & Investment Administrator role. We make it easy for you to showcase your skills and experience directly to employers looking for talent like yours!
We think you need these skills to ace Pension & Investment Administrator in Horsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pensions & Investment Administrator role. Highlight your relevant experience in financial services and any specific skills that match the job description. We want to see how you can support our team!
Show Off Your Communication Skills: Since you'll be liaising with financial advisers and clients, it's crucial to showcase your excellent communication skills. Use clear and concise language in your application to demonstrate your ability to convey information effectively.
Highlight Your IT Proficiency: Mention any relevant IT skills or software you've used in previous roles. Familiarity with compliance processing and in-house systems will give you an edge, so let us know what tools you're comfortable with!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Morgan McKinley
✨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 the past. Practising clear and concise explanations can really set you apart during the interview.
✨Demonstrate Your IT Proficiency
Since the role involves updating in-house systems and compliance files, be ready to discuss your experience with relevant software. If you’ve used specific tools or platforms in previous roles, mention them and explain how they helped streamline processes.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about the company culture, team dynamics, or the specific challenges the financial services team faces. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
