Financial Services Administrator
2 weeks ago
**Financial Services Administrator**
C£28,000 - c£30,000 depending on experience
West Sussex - Based Horsham, West Sussex.
Interpersonnel Recruitment is supporting a leading industry financial services organization, part of a wider group company. As a key member of the client facing teams, your primary responsibility as Financial Services Administrator is to provide administrativesupport to the financial planning advisers in all aspects of their advice process. This will frequently also mean that you will be the clients’ point of contact for administrative matters.
The Financial Services Administrator role will be providing administration support for Chartered Financial Planners in all aspects of their advice process including the following:
- Ensure contact with clients / providers is maintained throughout any processing
- Completing electronic AML checks
- Prepare and send letters of authority and obtain information on client policies to support research
- Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence
- Issuing communications for Group Scheme members
- Producing schedules for Group Scheme clients in relation to Employee Benefits
- Managing monthly contribution data on behalf of the employer
- Updating Group Risk Scheme Reviews
- Producing membership data for Group Risk Scheme renewal quotations
- Inputting risk questionnaires and generating risk reports for Group Scheme members
- Diarising annual reviews and making appointments - Group Risk Schemes and Annual Pension Scheme Corporate Governance,
- New business submission - manage the case documentation process incl. upload and submission of required compliance documents to Enable (our internal client management system)
- Prepare meeting packs and reports for Group Scheme Member meetings. Supporting the Financial Planner in the delivery of client meetings both electronically and/or in a face-to-face setting.
- Preparing and issuing documents to be signed electronically via Adobe sign
- Receiving visitors
- Other general admin duties as and when required
**The knowledge, experience and qualifications you need for the Financial Services Administrator role.**
- Motivated and comfortable working in teams. Able to act on your own initiative and develop relationships with both advisers, clients and professional connections.
- Ability to prioritise multiple tasks in a deadline driven environment, the ability to make decisions and to work calmly under pressure are all key attributes
- Minimum of 12 months Administration experience within Financial Services, ideally within a wealth management and/or financial planning business.
- Experience with Client Management Systems.
- You will be required to complete the range of educational and training tutorials on our internal client management and client asset custody and administration and dealing systems, Enable and Fusion, as well as be fully conversant with our online clientportal, Wealth Platform.
- Aspirational, you will be an individual who embraces change and understands and shares our corporate culture.
- Excellent telephone manner, communication skills and high standards of literacy are essential.
**The Knowledge, experience and qualifications that will help in the position of Financial Services Administrator**
- Experience of Group Scheme/employee benefits would be advantageous
- R01, FA1, FA2 Qualified, or looking to qualify, is an advantage. There is the opportunity to obtain financial qualifications, but this is not essential.
Interpersonnel is an equal opportunities employer. All our current vacancies are on our website.
-
Business Services Administrator
4 weeks ago
Horsham, United Kingdom Novus recruitment Full timeJob Purpose: Member of an admin resource pool, responsible for providing a range of administrative support within and across services as determined by the Team Manager. **Key Accountabilities**: - Taking notes, requiring intense concentration over lengthy periods, analysing and interpreting complicated information which is also sensitive/ disturbing /...
-
Fleet and Service Administrator
4 weeks ago
Horsham, United Kingdom GT Lifting Solutions Ltd Full timeAs the Fleet/Parts and Service Administrator, you will be responsible for undertaking a wide variety of fleet equipment related tasks primarily within the section. Ideally you will have worked within an environment handling maintenance bookings, scheduling, breakdowns and general everyday operational queries. - You will need: - Good organisational,...
-
Logistics Administrator
4 weeks ago
Horsham, United Kingdom First Recruitment Services Limited Full time**Position**:Logistics Administrator - **Hours**:Monday to Friday 8.30am - 5pm - **Pay**:£13.10ph - **Location**:Horsham **Duties** - Import Process - providing clearance instructions to customs for all incoming shipments - Export process - raising required documents for all exports out of the UK - Ensure relevant order related paperwork is filed in...
-
Logistics Administrator
4 weeks ago
Horsham, United Kingdom First Recruitment Services Limited Full time**Position**: Logistics Administrator **Hours**: Monday to Friday 8.30am - 5pm **Pay**: £13.10ph **Location**:Horsham (car required due to training) **Duties** - Import Process - providing clearance instructions to customs for all incoming shipments - Export process - raising required documents for all exports out of the UK - Ensure relevant order...
-
Administrator
4 weeks ago
Horsham, United Kingdom Huntress Full time£25,000 - £27,000 Horsham - hybrid working available Permanent - full time Would you like to be part of a growing and successful organisation within Financial Services? Do you have experience within mortgage/protection? This could be the next role for you! The Role: This busy and varied role will see you providing administrative support to Advisors,...
-
Trainee Accounts/administrator
4 weeks ago
Horsham, United Kingdom Astral Recruitment Full timeOur client is a successful Financial Services business in Horsham and they are looking for an Accounts Administrator to join the team This role is a junior level role and would suit someone looking to get into Accounts/Finance Administration - Strong numeracy skills (fluent in excel would be beneficial) - Previous office experience (preferably in finance,...
-
Mortgage Administrator
1 week ago
Horsham, United Kingdom The Horsham Mortgage Centre Full timeDue to Group expansion, we are looking for someone to join us as a mortgage administrator We're a small but very conscientious team who really care about our customers. So you'll need to be the sort of person who also likes to work hard to get the job done. A background in financial services and/or the property industry is essential but not crucial as we...
-
Mortgage Administrator
1 week ago
Horsham, United Kingdom The Horsham Mortgage Centre Full timeDue to Group expansion, we are looking for someone to join us as a mortgage administrator We're a small but very conscientious team who really care about our customers. So you'll need to be the sort of person who also likes to work hard to get the job done. A background in financial services and/or the property industry is essential but not crucial as we...
-
Financial Accountant
2 weeks ago
Horsham, United Kingdom Reed Accountancy Full timeEstablished practice based in Horsham seek a Financial Accountant to join their team on a full or part time basis.Working as part of a team, this role will work with clients in relation to their monthly financial accounts and year-end accounts. This meansproviding services, advice and solutions on a daily basis that will have impact on their clients...
-
Sales Administrator Full Timepermanent
1 month ago
Horsham, United Kingdom First Recruitment Services Full timePosition: Sales Administrator - Salary: £26,000 plus bonus - Location: Slinfold - Hours: 8.30 am to 5.15 pm, Monday to Thursday and 8.30 am to 3.30 pm on Fridays - Parking available Duties will include: - Utilize the internal stock control system to generate price quotes and advise on delivery times for items available in our stockholding. - Provide...
-
Administration Assistant
4 weeks ago
Horsham, United Kingdom Harris Lord Recruitment Full timeExciting opportunity alert! Looking to make your mark in Estate Management? We're searching for an Administrative Assistant to bring balance and brilliance to this bustling division. This is a role bursting with diversity, where you can stretch your talent in a setting that values variety and vivacity. We want someone with poise under pressure, a knack...
-
Group Warranty Administrator
2 weeks ago
Horsham, United Kingdom Hendy Group Full timeWe have an exciting opportunity for Group Warranty Administrators to join our team based in Horsham (West Sussex). In this role, you will work as part of a team responsible for processing manufacturer warranty claims, ensuring claims are handled to the highest efficiency and required standards. You will have the opportunity to be part of the development of...
-
Administrative Officer
4 weeks ago
Horsham, United Kingdom UK Health Security Agency Full time**Details**: **Reference number**: - 278048**Salary**: - £22,479 - £23,456**Job grade**: - Administrative Officer**Contract type**: - Permanent**Type of role**: - Administration / Corporate Support**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 2Contents Location About the...
-
IFA Administrator
1 week ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeIf you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply We currently have 4,082 live graduate jobs and we're adding more all the time. #
-
Trainee Accounts Support Administrator
4 weeks ago
Horsham, United Kingdom Astral Recruitment Full timeOur client is a successful and established Financial Services business in Horsham and they are looking for a full time Trainee Accounts Support Administrator to join the Finance team The role summary - To process and reconcile commission statements and carry out general office duties as required. Qualifications Required: Good all round education, including...
-
Junior Administrator
4 weeks ago
Horsham, United Kingdom Astral Recruitment Full timeOur client is a successful and established Financial Services business in Horsham and they are looking for a full time Trainee Accounts Support Administrator to join the Finance team The role summary - To process and reconcile commission statements and carry out general office duties as required. Qualifications Required: Good all round education, including...
-
Customer Service Associate
4 weeks ago
Horsham, United Kingdom Schroders Full timeJoin Benchmark Capital as a Customer Services Associate Please note this role is a 12-month FTC Location: The Schroders Business Campus, Horsham, West Sussex Are you passionate about driving impact in the financial advisory sector and ensuring exceptional client outcomes? Benchmark Capital, a premier provider of regulatory, platform, and investment...
-
Customer Service Associate
3 weeks ago
Horsham, United Kingdom Schroders Full timeJoin Benchmark Capital as a Customer Services AssociatePlease note this role is a 12-month FTCLocation: The Schroders Business Campus, Horsham, West SussexAre you passionate about driving impact in the financial advisory sector and ensuring exceptional client outcomes? Benchmark Capital, a premier provider of regulatory, platform, and investment services,...
-
Mortgage Administrator
4 weeks ago
Horsham, United Kingdom Search Consultancy Full timeAdministrator (mortgages) Horsham £ 22,000 - £25,000 Plus yearly bonus! We are recruiting for a successful mortgage brokers in Horsham who require an Administrator to join their growing Team! Hours : Mon - Friday 09.00 - 17.30 The Role DUTIES & RESPONSIBILITIES: - Provide guidance and updates to clients, mortgage advisers and lenders. - Working as...
-
Project Administrator
1 month ago
Horsham, United Kingdom Verto People Full time**location***:**Horsham**: - **salary***:**£30,000**: - **type***:**Permanent**: Project Administrator / Engineering Administrator / Documentation Engineer required to join an leading supplier of engineering products and services based near Horsham. The successful Project Administrator / Engineering Administrator / Documentation Engineer shall be...