At a Glance
- Tasks: Provide administrative support in pensions and investments while ensuring excellent client service.
- Company: Join a respected organisation in the wealth management sector with a supportive team.
- Benefits: Earn up to £32,000 with hybrid working options and ongoing training opportunities.
- Other info: Diverse and inclusive workplace with excellent career growth potential.
- Why this job: Be part of a professional team that values integrity and customer outcomes.
- Qualifications: Experience in financial services administration and strong communication skills are essential.
The predicted salary is between 32000 - 32000 £ per year.
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.
We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
Administrator (Financial Services) in Horsham employer: Huntress
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 hybrid working options available after probation, ongoing training, and professional development opportunities to help you grow your career in financial services. Be part of a diverse team that values customer outcomes and fosters an inclusive culture, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator (Financial Services) in Horsham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Huntress. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administrator (Financial Services) in Horsham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Huntress.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Huntress's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Huntress
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Huntress.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Huntress will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Huntress employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
