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 processingUpdating the in-house systems and compliance filesSubmit the online pension and investment info on the portalsIssue documents to clients including post sales letters and plan schedulesAny other admin duties requested and also produce ongoing service reportsLiaise 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 servicesExcellent communication and IT skillsKnowledge of financial services, specifically pension providers and products/portals
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