Financial Services 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...

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...

**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...

Our client is a successful and established multi branch Financial Services company and they are currently looking for a Compliance Administrator to join the team The successful candidate will ideally be based in Shoreham but we could look at a base at the other offices Previous experience required in financial services, ideally a wealth management/financial...

**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...

**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,...

Customer Service Administrator Due to its continuing success, my client is expanding and is looking for a competent Customer Service Admistrator to join their team. We are looking for a motivated individual who wants to make a contribution in their proactive, exciting & fulfilling environment. Some demonstratable work experience would be an advantage Key...

I am working with a client that has a small office based in Horsham that has a vacancy for a full time administrator to work alongside a Financial Advisor and Senior Administrator. This role would suit someone who is seeking a small office environment and happy to work alone on occasions. The role is supporting the Senior Administrator with day to day...

**Position**: General Administrator - **Salary**: £23K - £25K - **Location**: Horsham - **Hours**: Monday to Friday, 8:30 am to 5:00 pm, with a 1-hour lunch break. Our client is looking to recruit a General Administrator to be part of the small team based in Horsham. If you have a good eye for detail, excellent organisational skills, and thrive in a busy...

**Details** **Company**: Less Tax for Landlords Limited **Salary**: £20,500 - £24,500 per annum plus company bonus scheme **Location**: Horsham **Duration**:Permanent, 37.5 hours a week **The Role**: We are looking for a Client Services Administrator with excellent phone manner and attention to detail to support our Client Services Department and...

My client based in Horsham are looking to recruit an Administrator to assist within the Sales Support function. This is a full time office based role paying up to £26,000. You would be required to work from 8.30am - 5pm. You will need a keen eye for details and a confident telephone manner. Would you like to work in a busy office environment with a friendly...

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...

My client based in Horsham are looking to recruit an Administrator to assist within the Sales Support function. This is a full time office based role paying up to 26,000. You would be required to work from 8.30am - 5pm. You will need a keen eye for details and a confident telephone manner. Would you like to work in a busy office environment with a friendly...

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...

**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....

A reputable Financial Services firm in Horsham are recruiting for a Pensions Administrator to join their busy and growing Financial Services administration team. You will be responsible for administration across SIPP's including transfers in and out, benefit calculations and payments, death, divorce cases, investment transactions and the day to day...

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...