Financial Services Administrator
2 hours ago
Reed Specialist Recruitment is proud to be representing one of the UK's largest financial networks, seeking a skilled Pension and Investment Administrator to support their advisers in servicing clients.
Main Responsibilities:- Deliver Client Best Interest outcomes by promoting our policy and taking responsibility for own performance.
- Ensure compliance with regulatory responsibilities and identify personal development areas.
- Support the team in ensuring all advisers supply a full compliant file before processing new business.
- Submit pension and investments to providers online or by post, and chase progress in a timely manner.
- Update clients on workflow progress and prioritize workload to meet deadlines.
- Chase client authorities with insurance companies and ensure all documents are scanned to INVU or Intelligent Office.
- Produce ongoing service reports for adviser's client meetings with supporting documentation.
- Previous experience as an administrator in the financial services industry, particularly in investments and pensions.
- FA1 – Life Office Administration is essential, with desirable qualifications including FA2 Pensions Administration, CF1 UK Financial Services Regulation and Ethics, and RO1 Financial Services Regulation and Ethics.
- Good keyboard skills, practical experience with Word, Excel, and Database applications, and good communication skills.
- Problem-solving, time management, and up-to-date knowledge of financial services providers and products.
- Up to £32k starting base salary.
- Generous bonus scheme.
- Employee Health Insurance.
- Extra holiday awarded at Christmas.
- Study support for relevant exams.
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Financial Services Administrator
3 weeks ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAstral Recruitment is seeking an experienced Financial Services Administrator to join a successful and established IFA firm based in the UK. As an IFA Administrator, you will be supporting a successful IFA and working within a team of Sales support.This is a fantastic opportunity for an experienced Administrator to join a dynamic team and contribute to the...
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Financial Services Administrator
6 hours ago
Horsham, West Sussex, United Kingdom Reed Full timePension and Investment Administrator Job DescriptionReed Specialist Recruitment is proud to be representing one of the UK's largest financial networks, seeking a skilled Pension and Investment Administrator to support their advisers in servicing clients.Main Responsibilities:Deliver Client Best Interest outcomes by promoting our policy and taking...
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Financial Services Administrator
7 hours ago
Horsham, West Sussex, United Kingdom Reed Full timePension and Investment Administrator Job DescriptionReed Specialist Recruitment is proud to be representing one of the UK's largest financial networks, seeking a skilled Pension and Investment Administrator to support their advisers in servicing clients.Main Responsibilities:Deliver Client Best Interest outcomes by promoting our policy and taking...
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Trainee Financial Services Administrator
6 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeFinancial Services Administrator OpportunityAstral Recruitment is seeking a motivated and detail-oriented individual to join our client's team as a Financial Services Administrator.This is a fantastic opportunity for someone looking to learn and grow within the financial industry. As a Financial Services Administrator, you will be responsible for providing...
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Trainee Financial Services Administrator
6 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeFinancial Services Administrator OpportunityAstral Recruitment is seeking a motivated and detail-oriented individual to join our client's team as a Financial Services Administrator.This is a fantastic opportunity for someone looking to learn and grow within the financial industry. As a Financial Services Administrator, you will be responsible for providing...
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Financial Services Administrator
6 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeJob Title: PA and IFA AdministratorAstral Recruitment is seeking a highly skilled and experienced PA and IFA Administrator to join their team in Horsham.Key Responsibilities:Provide exceptional administrative support to the IFA team, including troubleshooting and administrative tasks.Deal with client queries and correspondence in a professional and timely...
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Financial Services Administrator
7 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeJob Title: PA and IFA AdministratorAstral Recruitment is seeking a highly skilled and experienced PA and IFA Administrator to join their team in Horsham.Key Responsibilities:Provide exceptional administrative support to the IFA team, including troubleshooting and administrative tasks.Deal with client queries and correspondence in a professional and timely...
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Trainee Financial Services Administrator
9 hours ago
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Trainee Financial Services Administrator
8 hours ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeFinancial Services Administrator TraineeAstral Recruitment is seeking a motivated and detail-oriented Financial Services Administrator Trainee to join our client's team in Horsham.About the Role:Assist in the administration of financial services, including data entry, document management, and customer communication.Develop skills and knowledge in the...
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Administrative Assistant
3 weeks ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAstral Recruitment is seeking an experienced Financial Services Administrator to join a successful and established IFA firm based in the UK. As an IFA Administrator, you will be supporting a successful IFA and working within a team of Sales support.This is a fantastic opportunity for an experienced Administrator to join a dynamic team and contribute to the...
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Junior Financial Services Administrator
2 weeks ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAstral Recruitment is seeking an experienced Administrator to support a successful IFA in a team of Sales support. The ideal candidate will have a background in Financial Services, with experience in administration and customer service. The role offers a competitive base salary and benefits package, with opportunities for bonus and career growth. Key...
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Junior Financial Services Administrator
2 weeks ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAstral Recruitment is seeking an experienced Administrator to support a successful IFA in a team of Sales support. The ideal candidate will have a background in Financial Services, with experience in administration and customer service. The role offers a competitive base salary and benefits package, with opportunities for bonus and career growth. Key...
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Financial Administrator
7 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAdministrative Role in Financial ServicesWe are seeking a skilled and organized Administrator to join our client's team in Horsham. As a key member of the team, you will provide administrative support and learn the financial industry.The ideal candidate will have strong IT skills and a willingness to learn. All necessary training will be provided to ensure...
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Financial Administrator
7 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAdministrative Role in Financial ServicesWe are seeking a skilled and organized Administrator to join our client's team in Horsham. As a key member of the team, you will provide administrative support and learn the financial industry.The ideal candidate will have strong IT skills and a willingness to learn. All necessary training will be provided to ensure...
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Financial Administrator
4 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAdministrative Role in Financial ServicesWe are seeking a skilled and organized Administrator to join our client's team in Horsham. As a key member of the team, you will provide administrative support and learn the financial industry.The ideal candidate will have strong IT skills and a willingness to learn. All necessary training will be provided to ensure...
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Financial Administrator
4 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAdministrative Role in Financial ServicesWe are seeking a skilled and organized Administrator to join our client's team in Horsham. As a key member of the team, you will provide administrative support and learn the financial industry.The ideal candidate will have strong IT skills and a willingness to learn. All necessary training will be provided to ensure...
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Financial Services Trainee Administrator
1 week ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAdministrative Role in Financial ServicesWe are seeking a skilled Administrator to join our client's team in Horsham. The ideal candidate will have strong IT skills and a willingness to learn the Financial Industry.This is a general Admin role with opportunities to learn Finance Admin. The successful candidate will work in a busy office environment, Monday...
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Financial Services Trainee Administrator
1 week ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAdministrative Role in Financial ServicesWe are seeking a skilled Administrator to join our client's team in Horsham. The ideal candidate will have strong IT skills and a willingness to learn the Financial Industry.This is a general Admin role with opportunities to learn Finance Admin. The successful candidate will work in a busy office environment, Monday...
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Financial Services Trainee Administrator
1 week ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAdministrative Role in Financial ServicesWe are seeking a skilled Administrator to join our client's team in Horsham. The ideal candidate will have strong IT skills and a willingness to learn the Financial Industry.This is a general Admin role with opportunities to learn Finance Admin. The successful candidate will work in a busy office environment, Monday...
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Financial Services Trainee Administrator
1 week ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAdministrative Role in Financial ServicesWe are seeking a skilled Administrator to join our client's team in Horsham. The ideal candidate will have strong IT skills and a willingness to learn the Financial Industry.This is a general Admin role with opportunities to learn Finance Admin. The successful candidate will work in a busy office environment, Monday...
