Financial Services

Pensions & Investments Administrator

Ref: 3555| Posted: 12th Apr 2021


Senior Pensions & Investments Administrator – Horsham – up to £30,000

Insure Recruitment are currently assisting an established Financial Services company who are experiencing a period of growth within the business to recruit for a senior pensions and investments administrator to join their team.

Main Function of Role:

Provide full administration support to all advisers

Assist all advisers with any general queries

Assist the Operations Manager

The Senior Administrator will be expected to maintain workflows within the department and demonstrate any leadership to the immediate and wider team


Main Duties and Responsibilities:

Promote and work at all times towards In Partnership’s policy of delivery of Client Best Interest outcomes.

Ensure adherence at all times to the company’s suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy.

Take responsibility for own performance and to identify personal development areas.

That all advisers supply a full compliant file to the administration team before processing any new business

All clients must be entered onto the back office system

Submit pension and investments to providers on line (via providers website) or by post.

Chase providers on the progress of business in a timely and effective manner

Update clients progress of workflow

To prioritise workload to ensure deadlines are met

Chase client authorities with insurance companies

Ensure all documents held on client files are scanned to INVU or Intelligent Office

Issue documents to clients including post sales letters and plan schedules

Produce ongoing service reports for adviser’s client meetings with all supporting documentation in a timely and effective manner

Assist with training of new members of the team

Be a first point of contact for the team with any problems that they are unable to assist advisers or providers

Ensure that all clients on an ongoing service receive their documentation e.g Smart Money and Rayner Spencer Mills publications on time and in line with the client proposition

Any new members of staff that join the pension and investment team full training to be given by the senior administrator

To act as deputy operations manager with the team leader of the mortgage and protection section in the absence of the operations manager


Qualifications and Experience

Previous experience as an administrator within the financial services industry

Especially with Investments, Pensions e.g Personal, GPP or Occupational

FA1 – Life office administration


               FA2 – Pensions administration

               CF1 – UK Financial Services, regulation and ethics

               RO1 – Financial services, regulation and ethics

Essential Practical Skills

Good keyboard skills

Practical experience with Word, Excel and Database applications

Good communication skills

Problem solving

Time Management

Up to date knowledge of financial services providers and products

Desirable Skills / Knowledge

Previous knowledge of the Insurance/Financial Services Industry is essential. 

Person Specific

Ability to work on own initiative as well as working effectively as part of a team; however, even more importantly is the willingness to adopt a flexible approach to the work undertaken.

Demonstrate commitment by regular attendance and efficient completion of all tasks allocated.

Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.

Maintain high standards of personal accountability.

Willingness to undertake training and progress personal development.


Whilst no guarantee can be given to subsequent promotion, The company aspires to the

training and development of its staff, which potentially could provide the opportunity for

career progression.

Please apply to the role by submitting your most up-to-date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.