Pension & Investment Administrator
Job in
Horsham, West Sussex, RH12, England, UK
Listed on 2026-02-13
Listing for:
Morgan Mckinley (Crawley)
Full Time
position Listed on 2026-02-13
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
- 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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