Job Description

Post Title:

Pensions & Investment Administrator

Department:

In Partnership Financial Advisers (IPFA)

Reporting to:

IPFA Operations Manager

Location:

Head Office based in Horsham

In Partnership is one of the UK's leading financial advice networks. From compliance to finance and business support, we assist our network in moving their business forward. In Partnership is proud that our advisers can provide a whole-of-market service to make the best product match for their clients.

Our Purpose: "We deliver high quality support to our staff, advisors, clients, and business partners to achieve good outcomes in all areas of the business and to meet regulatory requirements of the FCA"

Our Values: "Integrity, Professionalism, Consumer Focus, Partnership

Main Function of Role:

To Provide full administrative support to all IPFA advisers and colleagues.

To Assist all IPFA advisers with any general queries.

Main Duties and Responsibilities:

1. To promote and always work towards In Partnership's policy of delivery of Client Best Interest outcomes.

2. To always ensure adherence to the In Partnership suite of policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy.

3. To take responsibility for own performance and to identify personal development areas.

4. Assist the wider team and business with your knowledge on an ad hoc basis where business needs require.

5. Ensure awareness and compliance of regulatory responsibilities and ensuring that the consumer outcomes are at the core of our focus in all work we do.

6. Support the team to ensure that all advisers supply a full compliant file to the administration team before processing any new business

7. All clients must be entered onto the back-office system

8. Submit pension and investments to providers online (via providers website) or by post.

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

10. Update clients progress of workflow

11. To prioritise workload to ensure deadlines are met

12. Chase client authorities with insurance companies

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

14. Issue documents to clients including post sales letters and plan schedules

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

16. Ensure that all client's details that are signed up to an ongoing service are added to mailchimp to receive publications.

17. To maintain continual professional development and skills.

Skills / Qualifications

Previous experience as an administrator within the financial services industry is required, particularly within investments, pensions (eg personal, GPP or Occupational)

FA1 - Life Office Administration is essential

Desirable qualifications are FA2 Pensions Administration, CF1 UK Financial Services Regulation and Ethics, RO1 Financial Services Regulation and Ethics

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

Previous working knowledge of Insurance/Financial Services Industry is essential

Person Specification

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, adhering to a set of prescribed responsibilities under the FCA's Certification Regime.

A confident individual possessing a sound systematic and methodical approach to work while under pressure is essential.

The ability to communicate at all levels, in person and in all media types, sensitively and effectively.

Customer focused, understanding the views and needs of others.

Job Type: Full-time

Pay: 28,000.00-32,000.00 per year

Benefits:

Additional leave Company events Company pension Cycle to work scheme Free parking Life insurance Private medical insurance Work from home
Application question(s):

To be successful in this role you will need to have worked specifically as a Pensions and Investment Administrator, do you have this experience?
Experience:

Financial services industry: 1 year (required) FA1 - Life Office Administration: 1 year (required)
Work Location: In person