Pension & Investments Administrator
- Location:Horsham, West Sussex
- Salary:£21000.00 - 21000.00
- Job Type:Permanent
- Date Posted:26/03/2019
* Ensure adherence to FCA regulations and policies and procedures are met
* Check all advisors supply a full and complaint file for the admin team to process
* Submit pensions and investments to providers online (Via provider websites)
* Chase providers on the progress of the business
* Prioritise workloads
* Update clients on the progress of applications
* Insure all documents are scanned and filed
* Issue documents to clients inclusive of post-sales letters
* Produce ongoing service reports
* Sound knowledge of FCA regulations
* Excellent IT skills inclusive of Word and Excel
* Great communication skills
* Strong administration skills with great attention to detail
Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.
Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service.