Pension and Investment Administrator

Alexander Daniels is working in partnership with a well-established and highly respected financial services organisation operating across the UK.This is an excellent opportunity for an individual looking to develop their career and build long-term expertise within a supportive and collaborative financial services environment.Pension and Investment Administrator Overview:This position plays a key role in supporting financial advisers and internal teams by delivering efficient, accurate, and compliant administrative services across pensions and investment products. The successful candidate will be responsible for managing client data, processing new business, and liaising with providers to ensure a seamless client journey.Key ResponsibilitiesProcess new pension and investment business submissions, ensuring all documentation is complete, accurate, and compliant prior to submissionMaintain and update client records on internal systems, ensuring data accuracy at all timesSubmit applications to providers via online systems and postal methods where necessaryProactively monitor and chase providers to obtain timely updates on applications and ongoing casesKeep advisers and clients informed on case progress and workflow statusPrepare client documentation, including post-sale correspondence and plan schedulesOperational and Administrative DutiesManage and prioritise workload effectively to meet deadlines and service standardsMaintain workflow activity and task management within ..... full job details .....