Pensions And Investment Administrator

Job details

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Location Horsham, United Kingdom
Date Posted 24th January 2019
Category Client Services / Sales Support
Sector Investment
Pensions
Salary £21000+Benefits
Industry IFA
Education N/A
Professional Quals FA1 with experience of working in in financial services
Work Hours Full
Reference 4939
Hiring Company Recruitment Connection Ltd
Region South East
Street Address Horsham

Description

My client is a well-established and successful IFA specialising in investments and pensions. The role will provide full administration support to all IFA advisers and assist with any general queries.

This an excellent role to gain training and experience in a financial services, IFA, company

Ideally you will have some previous experience within the financial services industry especially in investments and pensions and have FA1.

You will be responsible for research of investments, pensions etc., for new and existing clients. For the preparation and submission of new business applications, including obtaining illustrations/quotations, product literature and ensuring all compliance requirements have been met. You will also be updating back office systems to include details of new investments and fees once cases are complete.

Ref: 4923

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About

Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).