Financial Services Compliance Administrator

**About us** We are professional, customer-centric and fast-paced. Our work environment includes: - Modern office setting Job Title: Senior Administrator **Duties** - Liaise with advisers to ensure appraisal on the progress cases and resolving any queries arising. - Act as the first port of call for queries from clients, lenders and conveyancers. -...

**Key duties for the Financial Services Administrator will include**: - New business processing (investments, pension, and life) - Dealing with policy enquiries - Answering telephone calls - Preparation for client meetings including checking compliance documents. - Uploading cases to our back-office system, XPLAN **Skills & Knowledge for the Financial...

**Key duties for the Financial Services Administrator will include**: - New business processing (investments, pension, and life) - Dealing with policy enquiries - Answering telephone calls - Preparation for client meetings including checking compliance documents. - Uploading cases to our back-office system, XPLAN **Skills & Knowledge for the Financial...

**Compliance Administrator** **Salary: £19k - £20k + Great company benefits** **Location: Horsham** **Hours: Full Time Mon - Fri 9am-17.30pm (after probation is completed this can be a hybrid role working 2 days from home)** Do you want to work for a well-established organisation that offers a professional and friendly working environment, great...

Job description **Title** Part Time Customer Representative (Yorkshire Building Society Branch Agency Horsham) **Employer** Giles Smith Shoreham Ltd Trading As Yorkshire Building Society Agency **Contract type** Part-Time Location of work Horsham **Salary** £11.44 per hour **Hours of work** Friday 9-4.30 and Saturday Mornings 9-12 Here at Giles...

Our client is a successful established Financial Services business and they are currently looking for an in house Compliance Officer to join the team They will consider someone from a Financial Services background with a passion for compliance or an experienced Compliance Officer **Main Duties and Responsibilities**: To ensure adherence at all times to the...

Our client is a specialist financial services company based in Horsham and they are currently looking for an experienced Compliance Officer/Manager to join the team We have a full time permanent role in Horsham within this company working in their compliance department. supporting a team of Advisers This is a great opportunity to join a market leading...

**Pension & Investments** - Chasing providers for product information - Trades - placing, chasing and updating clients/advisers such as fund switch and Bed to ISA - Preparing review pack, including valuations using excel and FE Analytics - To assist paraplanners with wealth suitability reports when required **Life Protection** - Drafting of suitability...

Our client is a successful and established IFA firm in Horsham and they are currently looking for an experienced Financial Services Administrator to join the team We are looking for either an experienced IFA Administrator or even a Financial Adviser looking to downscale. You will be processing Investments and Pension work so the successful candidate will...

**Sureserve Group**, **has a renowned name in providing leading compliance and energy services across the UK, takes pride in employing over 3,000 employees nationwide. Being a part of the illustrious **Sureserve Group**. Sureserve Fire and Electrical **are a specialist in the supply, installation and maintenance of fire safety and security systems....

**About us** Trust Health Limited is a fast growing business in Horsham. We are customer-centric, professional and supportive, and our goal is to provide an unrivalled high class and seamless service to our clients. Our work environment includes: - Safe work environment - Relaxed atmosphere - On-the-job training **Trust Health** provides commissioning,...

My client based in Horsham are looking to recruit an Administrator to assist within the Sales Support team. This is a full office based role paying £23,500. You would be required to work from 9am – 5:30pm. This is a highly varied role that requires an outgoing, passionate, and motivated individual to deliver excellent service to our candidates, clients...

ProTalent are working with an impressive company with a network of offices in both Accountancy and Financial Services. We are looking to hire a Financial Planner to join their expert and highly successful team in West Sussex. **Job Title** Financial Planner based in the Horsham office. **Purpose of the Role** To provide financial planning advice to new...

My client based in Horsham are looking to recruit an Administrator to assist within the Sales Support team. This is a full or part time office based role paying £11.44-£12.05 per hour. You would be required to work from 9am – 5:30pm. This is a highly varied role that requires an outgoing, passionate, and motivated individual to deliver excellent service...

My client based in Horsham are looking to recruit an Administrator to assist within the Sales Support team. This is a full or part time office based role paying £11.44-£12.05 per hour. You would be required to work from 9am – 5:30pm. This is a highly varied role that requires an outgoing, passionate, and motivated individual to deliver excellent service...

**Pension & Investments** - Chasing providers for product information - Trades placing, chasing and updating clients/advisers such as fund switch andBed to ISA - Preparing review pack, including valuations using excel and FE Analytics - To assist paraplanners with wealth suitability reports when required **Life Protection** - Drafting of suitability...

**Compliance Supervisor** **Salary: £30k - £35k DOE + Great benefit package** **Location: Horsham (After qualifying period the role can become a hybrid role working remotely for 2 days per week and 3 days a week from the office)** **Hours: Mon-Fri 9am - 17.00pm** **Free parking** Do you want to work for a progressive organisation that offers further...

**T & C Supervisor - Horsham - to £55k (dependent on experience) - Hybrid** Award-winning company based in Horsham, with the client’s interests central to decision making and Treating Customers Fairly principles are embedded within our organisation and we take responsibility for embracing and promoting our duty of care to all clients,including those who...

**Pension Administrator** **Company Overview**:Join Benchmark, a leading provider of regulatory, platform, and investment services, dedicated to empowering financial advisers at every stage of their journey. Our award-winning solutions streamline financial advice businesses, drive growth, and ensure client success. With a commitment to Treating Customers...

Reed Specialist Recruitment are proud to be representing one of the UK's leading financial advice networks, who are looking for a new Compliance Supervisor to join their Head Office, based in Horsham. The successful candidate will assist with creating a positive compliance culture across the network, helping firms deliver robust best practices and also...