Pension and Investment Administrator
Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Pension and Investment Administrator to help their Advisers service clients, working out of their head-office in Horsham.
Main Duties and Responsibilities:
1. To promote our policy of delivering Client Best Interest outcomes.
3. To take responsibility for own performance and identify personal development areas.
5. Ensure compliance of regulatory responsibilities.
6. Support the team to ensure that all advisers supply a full compliant file to the administration team before processing any new business
7. Submit pension and investments to providers on line (via providers website) or by post.
8. Chase providers on the progress of business in a timely and effective manner
9.Update clients progress of workflow
10. To prioritise workload to ensure deadlines are met
11. Chase client authorities with insurance companies
12. Ensure all documents held on client files are scanned to INVU or Intelligent Office
13. Produce ongoing service reports for adviser’s client meetings with all supporting documentation in a timely and effective manner
Skills / Qualifications
• Previous experience as an administrator within the financial services industry is required, particularly within
investments, pensions (eg personal, GPP or Occupational)
• FA1 – Life Office Administration is essential
• Desirable qualifications are FA2 Pensions Administration, CF1 UK Financial Services Regulation and Ethics, RO1
Financial Services Regulation and Ethics
• Good keyboard skills
• Practical experience with Word, Excel and Database applications
• Good communication skills
• Problem solving
• Time Management
• Up to date knowledge of financial services providers and products
• Previous working knowledge of Insurance/Financial Services Industry is essential
Essential Practical Skills
• Ability to work on own initiative as well as working effectively as part of a team; however, even more
importantly is the willingness to adopt a flexible approach to the work undertaken.
• Demonstrate commitment by regular attendance and efficient completion of all tasks allocated.
• Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.
• Maintain high standards of personal accountability.
• Willingness to undertake training and progress personal development, adhering to a set of prescribed
responsibilities under the FCA’s Certification Regime.
• A confident individual possessing a sound systematic and methodical approach to work while under pressure is
essential.
• The ability to communicate at all levels, in person and in all media types, sensitively and effectively.
• Customer focused, understanding the views and needs of others.
Benefits
- Up to £32k starting base salary
- Generous bonus scheme
- Employee Health Insurance
- Extra holiday awarded at Christmas
- Study support for relevant exams
If you are interested in applying for this role, please follow the link or email me directly at
Reference: 53006728
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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