Financial Client Administration Executive
6 months ago
**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, business and invoicing services to medical professionals in the NHS and private sector.
We have been established for 18 years, and during this time have built an excellent national reputation for providing outstanding customer service and business support services to medical consultants - enabling them to focus on the clinical care of their patients whilst we take care of their business. A key area of the business is providing guidance and support to consultant partnerships to help them commission insourced contracts for clinical services with their NHS Trust.
As part of an expansion of the business we are looking for an Financial Client Support Executive to join our team. The successful applicant will ensure effective operational delivery and business handling for the financial aspects of our service provision to our partnership clients. You will be the primary point of contact for our doctor partnership customers for finance and billing queries.
This role requires an exceptionally numerate, clear, confident communicator with a logical, thorough and efficient approach to managing client accounts.
**Main duties and responsibilities**
- As a key member of the financial business support team, you will primarily focus on supporting the Business Support Team Leader and Business Support Managers by:
- Providing proactive and efficient administrative and financial support for assigned doctor partnerships.
- Collaborating with the Team Leader and Business Support Managers to establish and maintain strong relationships with assigned partnerships, ensuring their satisfaction.
- Assisting with data gathering and analysis to generate accurate and timely monthly invoices for assigned partnerships.
- Working alongside Business Support Managers to resolve invoicing queries and address concerns between partnerships and hospital management.
- Supporting Business Support Managers in generating monthly pay summaries for partnership doctors and their staff, adhering to payroll regulations.
- Assisting with the distribution of partnership monthly reports and maintaining clear communication with partnership contacts.
- Contributing to the maintenance and update of partnership fee schedules, ensuring accuracy and transparency.
- Supporting Managers with recording and managing partnership staff payroll information, where applicable, maintaining confidentiality and accuracy.
- Assisting with the generation of monthly and quarterly analysis reports for assigned partnerships and, when needed, hospitals, identifying trends and providing valuable insights.
- Providing support as required with coding of procedures, ensuring compliance with industry standards.
- Working collaboratively with the Team Leader and Business Support Managers to identify and capitalise on potential business opportunities with assigned partnerships.
- Contributing to the continuous improvement of data analysis reporting for assigned clients, tailoring reports to their specific needs and maximizing their value.
- Supporting Business Support Managers in ensuring the smooth running of the Company's internal software system for assigned partnerships, providing training and support when necessary.
- Upholding the corporate image of Trust Health in line with stated core values, fostering positive relationships with all stakeholders.
Additionally, you will manage a small portfolio of your own client partnerships:
- Act as the primary point of contact for assigned clients, proactively addressing their needs and ensuring their satisfaction.
- Independently manage all administrative and financial tasks for your assigned portfolio, including invoice generation, query resolution, and reporting.
- Build and maintain strong relationships with your assigned client contacts, fostering open communication and trust.
**Hybrid Working**
Enjoy a flexible work schedule After your first 6 months at Trust Health, you'll have the opportunity to work remotely for 1 day per week, perfect for tasks requiring focused concentration and giving you the flexibility of working from your own space.
**Required Skills**:
- Numerate
- Excellent attention to detail and accuracy is essential
- Strong ability to work autonomously and collaboratively
- Advanced Excel skills, including familiarity with look up tables, pivots, and data analysis tools
- Confident user of IT systems and databases (e.g., Access)
- Exceptional interpersonal and communication skills, with the ability to build rapport and effectively communicate with senior management, clients, and colleagues
- Ability to process high data volumes and meet deadlines consistently
-
Financial Administrator
4 days ago
Horsham, United Kingdom North Laine Financial Management Limited Full time**Financial Administrator (Part-Time or Full-Time)** **West Sussex: £25,000+ bonus scheme** We are seeking an experienced financial administrator to join our well-established, independent chartered financial planning firm in West Grinstead. We are seeking someone for between 3 to 5 days per week, so are happy to discuss part-time or full-time...
-
Financial Client Administration Executive
7 months ago
Horsham, United Kingdom Trust Health Limited Full time**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,...
-
Administrator Financial Advisory Firm
6 months ago
Horsham, United Kingdom Redwood Financial Services Ltd Full time**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. -...
-
Financial Planner
2 weeks ago
Horsham, United Kingdom Financial Divisions Full timeFinancial Planner - servicing role of existing clients Horsham offices - come to offices 1 - 2 days per week Full administration and paraplanning support My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.In their...
-
Financial Planner
1 month ago
Horsham, United Kingdom Financial Divisions Full timeJob Description Financial Planner - servicing role of existing clients Horsham offices - come to offices 1 - 2 days per week Full administration and paraplanning support My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent...
-
Financial Planner
1 month ago
Horsham, United Kingdom Financial Divisions Full timeFinancial Planner - servicing role of existing clientsHorsham offices - come to offices 1 - 2 days per weekFull administration and paraplanning supportMy client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their...
-
Financial Planner
3 weeks ago
Horsham, United Kingdom Financial Divisions Full timeJob Description Financial Planner - servicing role of existing clients Horsham offices - come to offices 1 - 2 days per week Full administration and paraplanning support My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and...
-
Client Administrator
2 days ago
Horsham, United Kingdom Recruitment Connection Ltd Full time**IFA Administrators** **Horsham, Winchester or Maidstone** **To £28,000 (depending on qualifications) + a range of benefits inc pension** My client is an award winning chartered financial planners providing award winning holistic financial planning and discretionary fund management. They are seeking an experienced administrator who is looking to work...
-
Financial Administrator
2 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an experienced Financial Administrator to support our clients SJP Practice in Horsham. This role will involve assisting Financial Advisers with administration, including business processing and client liaison.Key Responsibilities:Chase financial institutions for informationLiaise with Administration Centres and Paraplanners via telephoneDraft...
-
Client Support Administrator
4 weeks ago
Horsham, United Kingdom Schroders Full timeOverall purpose of the jobWe are looking for an Administrator to join our successful and award-winning firm of Chartered Financial Planners and to support the Financial Planners in their role.About BenchmarkOur award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their...
-
Pa/administration Assistant
6 months ago
Horsham, United Kingdom Horsham Financial Services Ltd Full timeAn opportunity has arisen for a professional and adaptable PA/Administrator to work within a Senior Partner Practice which is part of St. James's Place Wealth Management Group. You will be based in a busy office ensuring the business generated by the Practice is processed correctly and in a timely manner while also making and receiving telephone calls on...
-
Financial Services Administrator
2 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timePension Administration OpportunityWe are seeking an experienced pension administrator to join our team in the UK. As a key member of our team, you will provide exceptional customer service to ensure our clients' seamless experience from account opening to retirement income distribution.Job RequirementsProcess new pension accounts and verify compliance with...
-
Financial Consultant
4 weeks ago
Horsham, West Sussex, United Kingdom Thrivent Financial Full timeUnlock your earning potential as a Financial Adviser at Thrivent Financial.We're seeking a skilled professional to build a financial practice guiding Christians on their journeys to financial clarity. As a Financial Adviser, you'll provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity...
-
Insurance Broker Account Executive
6 months ago
Horsham, United Kingdom The Administration Hub Full time**Salary**: £28-£40K with OTE of £37-£60K depending on experience **Benefits**: 30 Days Holiday (plus Bank Holidays) Fully Funded CII Qualifications & Apprenticeships Monthly Health & Wellbeing Benefits Clear Career Pathways **Permanent, full-time (9am to 5.00pm - Monday to Thursday, 4pm finish on Fridays)** **Summary**: We are looking for an...
-
Financial Administrator Role in Horsham
3 days ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are looking for a detail-oriented Financial Administrator to join our Artemis Recruitment Consultants Ltd team based in Horsham. As a key member of the SJP Practice, you will support Financial Advisers with administrative tasks, including business processing, financial administration, and client liaison. Experience with CRM systems, such as Salesforce, is...
-
Senior Financial Consultant
2 weeks ago
Horsham, West Sussex, United Kingdom Financial Divisions Full timeYour Career PathThis role is perfect for experienced financial planners looking to take their career to the next level. As a Senior Financial Consultant, you will be responsible for managing a portfolio of clients and providing expert financial guidance to help them achieve their goals. If you have strong communication skills, a passion for building...
-
Financial Services Administration Role
2 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly skilled Financial Services Administration Role holder to join our clients team based in Horsham, Sussex.The successful candidate will be responsible for providing administrative support to financial advisers, including servicing new and existing clients and maintaining back office systems.A key aspect of this role will be to assist...
-
Financial Services Administrator
3 days ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeJob OverviewSchroders Recruitment is seeking a highly skilled Pension Administrator to join their team. As a Pension Administrator, you will be responsible for delivering a high level of customer service and ensuring our clients experience a smooth journey from opening their pension account to exercising their options at retirement.Key...
-
Career Financial Strategist
4 weeks ago
Horsham, West Sussex, United Kingdom Thrivent Financial Full timeTransform lives and build a successful career as a Financial Adviser at Thrivent Financial.We're seeking a motivated and results-driven professional to join our team as a Financial Adviser. As a Financial Adviser, you'll help Christians achieve their goals and make an impact in the lives of those they serve.About the roleBuild a financial practice that...
-
Financial Planning Administrator Apprentice
2 days ago
Horsham, United Kingdom Skills Edge Training Full time**What will the apprentice be doing?** You'll be based at our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: A big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus...