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- Tasks: Provide essential admin support to Financial Advisers and maintain client records.
- Company: Join a friendly, collaborative team in a professional financial services environment.
- Benefits: Enjoy 23 days holiday, pension scheme, and bonus opportunities.
- Why this job: Grow your career in a supportive setting with a focus on client satisfaction.
- Qualifications: Experience in financial services admin, strong organisational skills, and clear communication required.
- Other info: Onsite role in Horsham, Monday to Friday, 9am to 5pm.
The predicted salary is between 26000 - 30000 £ per year.
- Position:Financial Services Administrator
- Salary: £26,000 – £30,000
- Location: Horsham
- Hours: Monday – Friday, 9am – 5 pm Onsite
- Benefits: holiday, Pension, Death in service, income protection, bonus
We’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 Responsibilities
- Delivering end-to-end administrative support to our advisers
- Maintaining accurate client records using our CRM systems (XPLAN/360)
- Preparing client documentation and correspondence
- Handling new business submissions and ongoing transactions (e.g., fund switches, income withdrawals)
- Coordinating with providers to track and progress applications
- Keeping clients informed throughout their journey
- Managing Letters of Authority and following up as needed
Skills & Experience
- Proven experience in a Financial Services administration role
- Strong organisational skills and attention to detail
- Ability to manage multiple priorities in a fast-paced setting
- Clear and confident communication skills
- A collaborative team player with a high level of professionalism and integrity
Benefits
- 23 days holiday (rising to 25 with service), plus bank holidays
- Company pension scheme
- Death in Service and Income Protection benefits
- Discretionary bonus opportunities
- Convenient nearby parking
Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.
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Financial Services Administrator employer: First Recruitment Services
Contact Detail:
First Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the specific CRM systems mentioned in the job description, such as XPLAN and 360. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Highlight your organisational skills by preparing examples of how you've managed multiple priorities in previous roles. Be ready to discuss these experiences during any interviews to showcase your ability to thrive in a fast-paced environment.
✨Tip Number 3
Practice clear and confident communication by engaging in mock interviews or discussions with friends. This will help you articulate your thoughts effectively, which is crucial for maintaining client relationships and collaborating with advisers.
✨Tip Number 4
Research the company culture and values of the organisation you're applying to. Understanding their collaborative approach will allow you to tailor your responses and show that you're a great fit for their team-oriented environment.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise your organisational skills, attention to detail, and any specific software knowledge, such as CRM systems like XPLAN or 360.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and how your skills align with the responsibilities outlined in the job description. Mention your ability to manage multiple priorities and your client-focused mindset.
Highlight Relevant Experience: In your application, clearly outline your previous roles in financial services administration. Provide examples of how you have successfully supported advisers and maintained accurate client records.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at First Recruitment Services
✨Know Your Financial Services
Brush up on your knowledge of financial services, particularly pensions and investment products. Being able to discuss these topics confidently will show your understanding of the role and impress the interviewers.
✨Demonstrate Organisational Skills
Prepare examples from your past experience that highlight your organisational skills and attention to detail. Discuss how you managed multiple priorities in a fast-paced environment, as this is crucial for the role.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM systems like XPLAN or 360, be ready to talk about it. If not, do some research on these tools and express your willingness to learn. This shows initiative and readiness to adapt.
✨Showcase Your Communication Skills
Practice clear and confident communication. You may be asked to explain complex information simply, so think of ways to demonstrate your ability to keep clients informed and engaged throughout their journey.
