Financial Services Administrator

1 day ago Be among the first 25 applicants Quilter Financial Planning provided pay range This range is provided by Quilter Financial Planning. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Quilter Financial Planning Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter. About the Company If you have some experience with the Financial Services industry and are seeking a role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as a client support executive with one of our Strategic Partner firms, Redwood Financial, based in Horsham, West Sussex . They are looking for an experienced Financial Services Administrator to join their team to assist with all administration for pensions and investments and to ensure that the financial advisers are provided with a first-class administrative support. This is a fantastic role for someone who enjoys working in a professional yet relaxed environment and is keen to grow within a supportive team. The role will entail the following: Pension & Investments Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and processing of new business and the servicing of existing clients Populating and maintaining client records within our database Producing the relevant paperwork for the client, on behalf of the Adviser, including client review packs (using Dynamic Planner) illustrations and valuations Processing new business documentation in accordance with the agreed service and quality standards Process fund switches, income and withdrawals Liaising with providers to chase new business and keeping clients updated Skills & Knowledge Experience within the Financial Services industry The ability to cope in high-pressure environment Excellent communication skills at all levels Team player Good planning and effective organisational skills with a methodical approach to work Honesty and integrity Experience of Dynamic Planner would be ideal The successful candidate will be offered: DIS and Income Protection Discretionary bonus Pension Parking available nearby Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Administrative Industries Financial Services and Banking Referrals increase your chances of interviewing at Quilter Financial Planning by 2x Get notified about new Finance Administrator jobs in Horsham, England, United Kingdom . Redhill, England, United Kingdom 2 days ago Crawley, England, United Kingdom 1 month ago Crawley, England, United Kingdom 1 day ago Horsham, England, United Kingdom 3 days ago Surrey, England, United Kingdom 2 weeks ago Horsham, England, United Kingdom 2 weeks ago Crawley, England, United Kingdom 3 weeks ago Farnborough, England, United Kingdom 2 days ago Leatherhead, England, United Kingdom 1 week ago Lewes, England, United Kingdom 1 week ago Woking, England, United Kingdom 1 month ago Reigate, England, United Kingdom 4 days ago Pulborough, England, United Kingdom 4 days ago Redhill, England, United Kingdom 1 week ago Pulborough, England, United Kingdom 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr