Financial Services Administrator
New Yesterday
We’re seeking a skilled and motivated Financial Services Administrator to become a valued member of our clients collaborative team in Horsham. If you’re looking to grow your career in a supportive, professional environment with a friendly and experienced group, this could be the perfect fit.
As a key part of their operations, you’ll provide essential administrative support to their Financial Advisers, helping to ensure a seamless experience for our clients across pensions and investment services. Your precision and client-focused mindset will be vital in maintaining our high standards of service.
Financial Services Administrator Responsibilities
* Delivering end-to-end administrative support to our advisers
* Maintaining accurate client records using our CRM systems (XPLAN/360)
* Preparing client documentation and correspondence
* Handling new business submissions and ongoing transactions (e.g., fund switches, income withdrawals)
* Coordinating with providers to track and progress applications
* Keeping clients informed throughout their journey
* Managing Letters of Authority and following up as needed
Skills & Experience
* Proven experience in a Financial Services administration role
* Strong organisational skills and attention to detail
* Ability to manage multiple priorities in a fast-paced setting
* Clear and confident communication skills
* A collaborative te...
- Location:
- Horsham
- Salary:
- £26,000 - £30,000 /annum
- Category:
- Accounting & Finance