Financial 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. -...

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 London.In their...

We 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...

About the role:">Horsham District Council seeks a highly organised Property Finance Administrator to support the Property and Facilities team with day-to-day administration of property-related financial activities, performance analysis, and risk reporting.Key responsibilities:">Processing invoices for payment through the T1 financial management...

An 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...

We 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...

Job 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...

About This OpportunityWe are seeking an experienced Pension Accounts Advisor to join our team at ENGINEERINGUK, where you will contribute to delivering outstanding customer service and efficient pension account management.Main ResponsibilitiesEstablishing new pension accounts and confirming adherence to regulatory and internal requirements.Reviewing and...

At Schroders Recruitment, we are seeking a highly skilled Pension Accounts Advisor to join our team.We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience.About the RoleThe successful candidate will be responsible for delivering high-quality customer service and ensuring that all regulatory and internal requirements are...

We 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...

**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...

The ideal candidate will have a minimum of 12 months administration experience within financial services, ideally within wealth management and/or financial planning businesses. You will be required to complete training tutorials on our internal systems and be fully conversant with our online client portal.

Support RoleSchroders Recruitment is seeking an experienced Administrative Support Professional to fill a 6-month maternity cover position as a Financial Planning Support Specialist.This is an excellent opportunity to develop your skills and gain experience in a dynamic and supportive team.About the RoleAs a key member of our client-facing teams, you will be...

Welcome to EngineeringUKWe offer a dynamic work environment where you can grow and develop your skills as a pension administrator. Our team is committed to delivering exceptional customer service and supporting our clients throughout their pension journey.Key ResponsibilitiesVerify pension account openings and ensure compliance with regulatory...

About SchrodersAs a leading investment manager, we provide award-winning solutions covering regulatory, platform, and investment services. These services support advisers at every stage of their journey, from starting to growing a financial advice business.We offer technology and support services to high-quality financial advisers, helping them achieve their...

Our client is one of the UK largest financial advisers. We are seeking a skilled Administrator to provide financial advisers with exceptional administrative support to enable them to deliver outstanding client service. As an Administrator you will work in the Life protection, pensions, and investment business to ensure its efficient processing and successful...

Our client is one of the UK largest financial advisers. We are seeking a skilled Administrator to provide financial advisers with exceptional administrative support to enable them to deliver outstanding client service. As an Administrator you will work in the Life protection, pensions, and investment business to ensure its efficient processing and successful...

Our client is currently looking to recruit for a Platforms Administrator to join their forward-thinking platforms team working within a financial service company. The Platforms Administrator needs to be well rounded in the world of administration and haveexposure to working within financial services. The Platforms Administrator should be adaptable and have a...

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...

We Offer a Competitive SalaryWe offer a competitive salary range of £60k - £75k (negotiable), plus 20% bonuses on initial advice fees. Additionally, we provide an attractive benefits package and holiday allowance, as well as full paraplanning and administration support.About Our ServicesWe are a wealth planning firm with offices in Horsham, serving high...