Financial Services Administrator
other jobs Morgan McKinley
Added before 2 Days
- England,South East,West Sussex,Horsham
- Full Time, Permanent
- £30,000 - £32,000 per annum
Job Description:
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
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
Job number 3691491
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Company Details:
Morgan McKinley
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