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Hybrid Pensions & Investments Administrator
Up to £32k
Horsham
Join a leading UK financial advice network as a Pension & Investment Administrator. We are dedicated to delivering high-quality support, ensuring compliance with regulatory requirements, and promoting the best interest outcomes for our clients.
Day-to-day of the role:
- Promote and ensure adherence to the policy of delivering Client Best Interest outcomes.
- Maintain compliance with the suite of policy and procedures, including the Conflict-of-Interest Policy and Inducement and Incentive policy.
- Take responsibility for personal performance and identify areas for development.
- Support the team to ensure that all advisers provide a fully compliant file to the administration team before processing any new business.
- Enter all clients onto the back office system and submit pension and investments to providers online or by post.
- Chase providers on the progress of business effectively and update clients on the progress of their workflow.
- Prioritise workload to meet deadlines and chase client authorities with insurance companies.
- Ensure all documents on client files are scanned to INVU or Intelligent Office and issue necessary documents to clients.
- Produce ongoing service reports for adviser’s client meetings with all supporting documentation in a timely manner.
Benefits:
- Salary - £28k - £32k
- Holiday Entitlement: Starting at 23 days, accruing to 25 days.
- Christmas Extra Holiday: Option to work an extra day over the Christmas period
- Extra Holiday Purchase: Option to purchase up to five additional days' holiday post-probation.
- Health and Wellbeing: Reimbursement for eye tests and contributions towards glasses for VDU use, Employee Health Insurance post-probation, and access to a 24/7 Employee Assistance Programme.
- Financial Benefits: Death in Service cover, discretionary annual bonus, annual salary reviews, and support for professional studies.
- Lifestyle Benefits: Free parking, cycle-to-work scheme, free hot drinks, annual social events, and more.
- Recognition Programs: Long Service Award, Network Introductions bonus, Cost Saving Initiative bonus, and 'Staff get Staff' referral bonus.
To apply for this role, please apply below or contact directly
