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Pension & Investment Administrator

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Social Value Portal Ltd

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Location:
United Kingdom , Horsham

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Category:
Finance

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Contract Type:
Not provided

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Salary:

28000.00 - 32000.00 GBP / Year
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Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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

Additional Information:

Job Posted:
February 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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