Pension and Investment Administrator

Pension and Investment Administrator

Pension and Investment Administrator

Cameron James

Reed

Hailsham, East Sussex

4 hours ago

No application

About

Pension and Investment Administrator & Researcher – HailshamSalary: £25,000 – £35,000 + BenefitsLocation: Hailsham, East SussexRecruiter: Cameron James Professional RecruitmentFantastic opportunity for an experienced Pension Administrator or Investment Administrator to join a reputable Chartered Financial Planning firm in Hailsham. This is a varied and rewarding role offering long-term career growth, structured training, and professional development support.OverviewAs a Pension and Investment Administrator & Researcher, you’ll provide vital administrative and research support to Financial Planners, ensuring exceptional client service and accurate, compliant delivery across pensions and investments.Key ResponsibilitiesPension Administration: Process pension transfers, drawdowns, and retirements. Maintain accurate client and provider records.Investment Administration: Manage ISA, GIA, and SIPP cases, prepare valuations, and complete fund switches and rebalancing.Research & Reports: Conduct product and fund research, prepare illustrations, and assist with investment strategy reviews.Client Support: Deliver excellent service, liaising with clients, providers, and platforms to progress cases efficiently.Compliance: Maintain records to FCA standards, ensuring all work meets internal and regulatory requirements.RequirementsExperience as a Pension Administrator or Investment Administrator within an IFA, Wealth Management, or Platform environment.Strong knowledge of SIPP, ISA, GIA, and drawdown products.Excellent organisation, communi