Pensions & Investment Administrator

Horsham, West Sussex
Full?Time | Permanent | Office?Based
 

Are you an experienced Financial Services Administrator with strong knowledge of pensions and investments?

We’re recruiting for a Pensions & Investment Administrator to join a dedicated Financial Adviser Support team in Horsham, West Sussex.

This is a great opportunity to join a highly respected national network where you’ll play a key role in supporting advisers, delivering excellent client outcomes, and ensuring smooth end?to?end processing of pension and investment business.

About the Role

As a Pensions & Investment Administrator, you will provide full administrative support to advisers and colleagues, ensuring all cases are processed accurately, compliantly, and efficiently. You’ll be heavily involved in day?to?day workflows, liaising with providers and clients, and helping deliver a seamless service across the network.

Key Responsibilities

• Process pension & investment applications via provider platforms and by post
• Chase providers and clients to progress cases efficiently
• Maintain accurate client records in the back?office system
• Scan and upload all documentation to internal systems (INVU / Intelligent Office)
• Issue plan schedules, post?sale letters, and service documentation
• Produce ongoing service reports and meeting packs for advisers
• Ensure all new clients and cases meet compliance and regulatory standards
• Support advisers with general admin queries
• Prioritise workload and meet deadlines
• Contribute to the delivery of “Client Best Interest” outcomes at all times

What We’re Looking For

Essential Skills & Experience

• Previous experience in Financial Services administration
• Strong understanding of pensions & investments (personal, GPP, or occupational)
• FA1 – Life Office Administration qualification is essential
• Solid knowledge of providers, products, and industry processes
• Good Word, Excel and database skills
• Excellent communication and problem?solving abilities
• Strong time?management and organisational skills

Desirable (not essential)

• FA2, CF1 or RO1 qualifications
• Experience using Intelligent Office / INVU
• Additional admin experience within an IFA/network environment

Who You Are

• Organised, accurate and confident working under pressure
• A strong team player with a flexible, positive approach
• Someone who takes pride in their work and maintains high standards
• Customer?focused with the ability to communicate well at all levels
• Proactive about personal development and ongoing training

Why Join ?

The firm is one of the UK’s leading financial advice networks, supporting advisers across the country with compliance, finance, operations and business support.

You’ll be joining a business built on values of Integrity, Professionalism, Consumer Focus and Partnership, with a strong focus on quality outcomes and staff development.

How to Apply

If you have pensions & investment administration experience and are looking for a role where accuracy, client service and development are valued, we’d love to hear from you.

Click Apply Now or send your CV for immediate consideration.