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Pension & Investment Administrator

Morgan McKinley · Horsham

Hybrid 🇬🇧 English
IT

Job description

About the role

We are seeking an experienced Pension & Investment Administrator to join a financial services team in Horsham, South East England. The role supports financial advisers on a daily basis, handling both pension and investment administration tasks. You can work on‑site or in a hybrid model, depending on business needs.

Key responsibilities

  • Provide administrative and compliance support to the financial services team.
  • Update in‑house systems and maintain compliance files.
  • Submit pension and investment information through online portals.
  • Issue client documents such as post‑sales letters and plan schedules.
  • Produce ongoing service reports and handle ad‑hoc admin duties.
  • Liaise regularly with pension and investment providers.

Required profile

  • Proven experience in a similar pensions or investment administration or paraplanning support role within financial services.
  • Excellent communication abilities.
  • Strong knowledge of financial services providers and products.

Required skills

  • IT skills

What we offer

  • Competitive salary between £28,000 and £32,000 per year.
  • Opportunity to work in a supportive financial services environment.
  • Flexible working arrangements (office‑based or hybrid).

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Published 2 months ago

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Morgan McKinley

Horsham