Financial Services Administrator

Salary :

£30,000 - 35,000 yearly

Company : Morgan Mckinley

Job Type : Full Time

West Horsham

Job Description - Financial Services Administrator

Morgan McKinley is looking for an experienced Financial Services Administrator or Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Financial Services Administrator will be supporting the Financial Advisers on a daily basis with clients pensions and investment admin. The role can be office based or hybrid working.

Salary: £30-32K

Financial Services Admin duties:

Support the financial services team with all pensions/investment 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 Financial Services Administration - Pensions or Investment Admin, support role within financial services
Excellent communication and IT skills
Knowledge of financial services, specifically pension providers and products/portals

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Financial Services Administrator

Job Description - Financial Services Administrator

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