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Pension and Investment Administrator & Researcher
Job Posted: 5 hours ago
Salary: £ 25,000 - 35,000 / Annum
Job Type: Permanent
Location: Hailsham, East Sussex
Expire in: a month
Job Description
Pension and Investment Administrator & Researcher – Hailsham
Salary: £25,000 – £35,000 + Benefits
Location: Hailsham, East Sussex
Recruiter: Cameron James Professional Recruitment
Fantastic 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.
Overview
As 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 Responsibilities
* Pension 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.
Requirements
* Experience 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, communication, and attention to detail.
* Proficiency with Microsoft Office and CRM/back-office systems.
* Working toward or holding Level 4 (DipPFS or equivalent) desirable.
Benefits
* £25,000 – £35,000 DOE + full benefits.
* Excellent training, study support & career progression.
* Work with a highly respected Chartered firm in Hailsham.
Contact:
Bryn McMillan – Financial Services Recruitment Director
Cameron James Professional Recruitment
Keywords: Pension Administrator, Investment Administrator, Pension Administration, Investment Administration, IFA Administrator, Wealth Management, Financial Planning, Hailsham, East Sussex, SIPP, Drawdown, ISA, GIA, FCA Compliance, Chartered Firm, Back-Office SystemsBefore You Apply
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