At a Glance
- Tasks: Support financial advisers with pensions and investments, ensuring excellent client service.
- Company: Reputable wealth management organisation focused on integrity and customer outcomes.
- Benefits: Up to £32,000 salary, hybrid working, ongoing training, and a supportive team environment.
- Other info: Professional development opportunities and a collaborative workplace culture.
- Why this job: Join a growing company and develop your career in the dynamic financial services sector.
- Qualifications: Experience in financial services administration and strong communication skills required.
The predicted salary is between 32000 - 32000 £ per year.
Up to £32,000 | Full Time | Hybrid Working Available After Probation
Are you an experienced Financial Services Administrator looking to join a well-established and highly respected organisation within the wealth management sector? We are recruiting for a Pension and Investment Administrator to join a busy and supportive team. This is an excellent opportunity to become part of a professional organisation that places customer outcomes, integrity and service excellence at the heart of everything it does.
Working closely with Financial Advisers and colleagues across the business, you will provide comprehensive administrative support across pensions, investments and ongoing client servicing activities.
The Role
- Processing new pension and investment business with providers
- Maintaining accurate client records and updating internal systems
- Chasing providers and third parties to progress applications and obtain information
- Preparing client documentation, reports and correspondence
- Producing valuations and supporting documentation for adviser review meetings
- Monitoring workflows and ensuring service standards and deadlines are met
- Managing client and provider communications in a professional and timely manner
- Supporting ongoing servicing activities and annual client reviews
- Ensuring all administration is completed in line with FCA regulations and internal procedures
About You
- Previous administration experience within Financial Services
- Exposure to pensions and investment products, such as personal pensions, group pensions or investment portfolios
- A strong understanding of financial services processes and documentation
- Excellent attention to detail and organisational skills
- Strong communication skills and a professional client-focused approach
- Good working knowledge of Microsoft Office applications
- The ability to manage multiple priorities and work effectively within a busy environment
- Professional financial services qualifications would be advantageous but are not essential.
What's on Offer?
- Salary up to £32,000
- Full-time, permanent position
- Monday to Friday, 9:00am - 5:00pm (35-hour week)
- Hybrid working available following successful completion of probation (3 days office, 2 days home)
- Supportive and collaborative working environment
- Ongoing training and professional development opportunities
- Opportunity to join a successful and growing organisation with an excellent reputation within the financial services sector
This role would suit an organised and proactive Financial Services Administrator who enjoys delivering excellent service and is looking to further develop their career within pensions and investments.
Interested? Apply today.
Administrator (Financial Services) in Horsham employer: Huntress - Crawley
Join a well-established and highly respected organisation in the wealth management sector, where integrity and service excellence are at the core of our operations. We offer a supportive and collaborative work environment, with opportunities for ongoing training and professional development, making it an ideal place for Financial Services Administrators to thrive and advance their careers. Enjoy the flexibility of hybrid working after probation, alongside a competitive salary and a commitment to fostering a diverse and inclusive workplace.
