Financial Services Administrator

5 days ago

Horsham, United Kingdom First Recruitment Services Full time

Position:Financial Services AdministratorSalary: £26,000 – £30,000Location: HorshamHours: Monday – Friday, 9am – 5 pm OnsiteBenefits: holiday, Pension, Death in service, income protection, bonusWe’re seeking a skilled and motivated Financial Services Administrator to become a valued member of our clients collaborative team in Horsham. If you’re looking to grow your career in a supportive, professional environment with a friendly and experienced group, this could be the perfect fit.As a key part of their operations, you’ll provide essential administrative support to their Financial Advisers, helping to ensure a seamless experience for our clients across pensions and investment services. Your precision and client-focused mindset will be vital in maintaining our high standards of service.Financial Services Administrator ResponsibilitiesDelivering end-to-end administrative support to our advisersMaintaining accurate client records using our CRM systems (XPLAN/360)Preparing client documentation and correspondenceHandling new business submissions and ongoing transactions (e.g., fund switches, income withdrawals)Coordinating with providers to track and progress applicationsKeeping clients informed throughout their journeyManaging Letters of Authority and following up as neededSkills & ExperienceProven experience in a Financial Services administration roleStrong organisational skills and attention to detailAbility to manage multiple priorities in a fast-paced settingClear and confident communication skillsA collaborative team player with a high level of professionalism and integrityBenefits23 days holiday (rising to 25 with service), plus bank holidaysCompany pension schemeDeath in Service and Income Protection benefitsDiscretionary bonus opportunitiesConvenient nearby parkingWild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy. #J-18808-Ljbffr

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