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