At a Glance
- Tasks: Support financial advisers with admin tasks and compliance processing in pensions and investments.
- Company: Morgan McKinley, a leading firm in financial services based in Horsham.
- Benefits: Competitive salary of £28-32K, flexible hybrid working options.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and gain valuable experience in the financial services sector.
- Qualifications: Experience in pensions or investment administration and strong communication skills.
The predicted salary is between 28000 - 32000 £ per year.
Morgan Mc Kinley is looking for an experience 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 ...
