Financial Services Administration Role
3 weeks ago
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 with the annual review process, including writing reports and communicating with clients.
Additionally, the successful candidate will be responsible for writing reports, supporting clients, and undertaking the letter of authority process.
This is a full-time position, offering a salary of £28-34k per annum and the opportunity to work in a dynamic team.
- Excellent communication and organisational skills
- Experience of pension, investment, and protection administration
- Ability to work independently and as part of a team
- Familiarity with Microsoft Office software
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