Financial Services Administration Role

3 weeks ago


Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

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


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    At Schroders Recruitment, we are seeking a highly skilled Financial Services Administrator to join our team. This role offers an estimated salary of £28,000 - £30,000 per annum.About the RoleAs a Pension Administration Specialist, you will be responsible for delivering high-quality customer service and ensuring that our clients experience a smooth journey...


  • Horsham, West Sussex, United Kingdom Financial Divisions Full time

    Company OverviewFinancial Divisions is a wealth planning firm with offices in Horsham. We offer financial advice to HNW retirees, accumulators, local families, and SME owners across Surrey, Sussex, Kent, and London.Salary and BenefitsThe salary for this role is £65,000 - £80,000 per annum, negotiable based on experience. A 20% bonus is offered on initial...


  • Horsham, West Sussex, United Kingdom Thrivent Financial Full time

    Are you looking for a rewarding career in financial services? As a Financial Advisor at Thrivent Financial, you will have the opportunity to work with clients to help them achieve their financial goals and improve their overall well-being. With a focus on building long-term relationships and providing expert guidance, you will play a critical role in helping...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    Pension 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...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    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...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    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...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    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...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About SchrodersWe're a leading global asset management company, dedicated to providing top-notch investment solutions to our clients.Our innovative solutions span regulatory, platform and investment services, helping financial advisers succeed at every stage of their journey.We empower high-quality financial advisers with our cutting-edge tech and support...


  • Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    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...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    Job DescriptionWe are seeking an experienced Financial Services Administrator to join our team at Schroders Recruitment. This role will be based in the UK and will involve working with high-quality advisers who empower families to secure solutions that meet their needs and aspirations.The successful candidate will have proficient computer skills,...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    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.


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About the RoleWe are seeking a highly skilled Pension Administrator to join our team at Schroders. As a key member of our administration team, you will be responsible for delivering a high level of customer service to our clients.About YouTo succeed in this role, you should have experience in administration and processing, ideally within the Financial...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    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...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    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...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    **About ENGINEERINGUK**We provide innovative investment management solutions to clients through our award-winning technology. Our mission is to offer exceptional investment performance through active management and an inclusive culture that fosters diversity of thought.We're seeking a skilled Pension Administrator to join our team of professionals...


  • Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    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...


  • Horsham, West Sussex, United Kingdom First Recruitment Services Full time

    Job OverviewThe role of Financial Services Professional at First Recruitment Services involves managing client servicing reviews, building and maintaining strong client relationships, and ensuring compliance with regulatory requirements.Key Responsibilities:• Conduct meetings with clients to review and discuss portfolio performance• Assess clients'...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    Welcome to EngineeringUKWe are committed to providing award-winning technology and support services to help financial advisers succeed. Our team of administrators delivers exceptional customer service, ensuring a seamless experience for our clients.Job OverviewThis role involves working as part of our administration team, supporting the delivery of...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    **About Us**ENGINEERINGUK is an award-winning technology company that provides innovative solutions to support financial advisers. Our proprietary platforms cover regulatory, investment services, and are designed to make the journey of starting and running a financial advice business more productive and effective.We recognize potential in everyone and strive...


  • Horsham, West Sussex, United Kingdom Horsham District Council Full time

    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...