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Financial Services Administrator
Job Posted: 21 hours ago
Salary: £ 30,000 - 33,000 / Annum
Job Type: Permanent
Location: Horsham, West Sussex
Expire in: a month
Job Description
Join Our Team as a Financial Services Administrator!
Are you an experienced Financial Services Administrator with a passion for pensions and Independent Financial Adviser (IFA) support? If you thrive in a professional yet relaxed atmosphere and are eager to provide high-quality administrative support, we have the perfect opportunity for you in Horsham!
About the Role:
As a Financial Services Administrator, you will be an integral part of our dynamic team, supporting our IFAs in all aspects of pensions and investment administration. Your expertise in pension products and processes will ensure our clients receive exceptional service.
Key Responsibilities:
Provide comprehensive administrative support for Financial Advisers.
Manage and maintain client records within our CRM system (XPLAN/360) Produce client documentation on behalf of Advisers.
Process new business applications and ongoing client transactions, including fund switches, income and withdrawals.
Liaise with product providers to monitor and progress new business.
Keep clients updated throughout the process.
Processing and chasing Letters of Authority.
What We're Looking For:
Previous experience within the Financial Services industry is essential.
Strong organisational skills with a methodical and accurate approach.
Ability to work under pressure and manage multiple tasks efficiently.
Excellent communication skills across all levels.
Why Join Us?
Competitive Salary: £30k - £33k, depending on experience.
Work-Life Balance: Full-time hours, 9am to 5pm.
Convenient Location: Just a 12-minute walk from Horsham train station.
How to Apply:
If you have the pension expertise and IFA background we're looking for, we'd love to hear from you! Please send your CV and a cover letter outlining your relevant experience and why you'd be a great fit for our team.
Join us in making a difference in the financial services industry-apply today! Your next exciting career adventure awaits!
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
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