Pension & Investment Administrator
Job in
Horsham, West Sussex, RH12, England, UK
Listed on 2026-02-09
Listing for:
Morgan Mckinley (Crawley)
Full Time
position Listed on 2026-02-09
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant -
Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant
Job Description & How to Apply Below
Morgan McKinley is looking for an experience Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Pensions & Investment Administrator will be supporting the Financial Advisers on a daily basis. The role can be office based or hybrid working.
Salary: £28-32K
Pensions & Investment Admin duties:
Support the financial services team with all 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 Pensions or Investment Admin, paraplanning support role within financial services
Excellent communication and IT skills
Knowledge of financial services providers and products
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