Type of Position: Pension & Investment Administrator – Horsham
Pension & Investment Administrator – Horsham
We have two available positions for a Pension and Investment Administrator to join our clients team based in Horsham, Sussex. Provide administrative support to the financial advisers, servicing new and existing clients.
Maintaining back office systems
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
Creating and maintaining spreadsheets to keep the team informed at all stages of the planning process
Experience of pension, investment, and protection administration
Basic Microsoft Office skills with Word, Outlook and Excel
This is a full… time role, offering hybrid working. Phone Number (required)
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Company: Artemis Recruitment Consultants Ltd
Location: Horsham, United Kingdom
Salary Range:
Job Providers:
Jooble