Financial Services Administrator in Horsham

Horsham, United Kingdom

Location

Horsham

Working Pattern

Monday to Friday, 9:00am – 5:00pm

Salary

£30,000 – £35,000, depending on experience

Holiday

• 23 days plus bank holidays, increasing to 25 days
• Join Our Team
• We are looking for a capable and experienced

Financial Services Administrator to become part of our team in Horsham.

This is a great opportunity for anadministrator who already has experience within financial services and islooking for a role where they can become an integral part of a friendly, established team.

You will work closely with our advisers, helping them manage client cases from start to finish.

Your role will involvepreparing client documentation, dealing with providers and platforms, keepingcases moving and making sure everything is completed accurately andefficiently.

Your Day-to-Day Role

Your responsibilities will include

• Producingclient documentation and suitability correspondence for a variety ofpension and investment requirements.
• Assistingwith pension contributions, withdrawals, new pension plans and investmentbusiness.
• Handlingnew business submissions and ensuring applications are completed correctlybefore being sent to providers.
• Communicatingwith clients, pension companies, investment platforms and other thirdparties to obtain information and resolve queries.
• Keepingclient files, records and internal systems properly maintained.
• Helpingadvisers prepare for client appointments and completing the necessaryfollow-up administration afterwards.
• Carryingout appropriate checks to ensure files and documentation meet regulatoryand company requirements.
• Keepingtrack of outstanding business and chasing providers or third parties whererequired.
• Ensuringcases are progressed promptly and that advisers are kept informed of anyoutstanding actions.
• Providinggeneral administrative assistance to the wider team when needed.

Experience& Knowledge

To be successful in this position, you shouldhave previous experience working in a financial services or financialplanning environment .

A good understanding of pensions andinvestments is important, along with experience of producing client-facingdocumentation.

We would particularly like to hear fromcandidates who have

• Experienceworking within an IFA, wealth management or financial planning business.
• Asolid understanding of pension and investment administration.
• Previousexperience preparing suitability letters or reports.
• Anawareness of FCA requirements and the importance of maintaining compliantclient files.
• Strongwritten English and the ability to produce clear, accurate documentation.
• Goodtime-management skills and the ability to organise your workloadeffectively.
• The Right Person

We are looking for someone who is dependable, organised and takes ownership of their work.

You should be comfortable working in a busyenvironment where priorities can change, while still maintaining a high levelof accuracy.

You will need to communicate confidently with colleagues, clientsand external providers and be willing to take responsibility for progressingyour own workload.

Most importantly, you'll be someone who enjoysbeing part of a team and takes pride in providing a high standard of service.

• What You'll Receive
• 23days' holiday, increasing to 25 days, plus bank holidays.
• Deathin Service cover.
• Income Protection.
• Companypension.
• Discretionaryannual bonus.
• Parkingavailable close to the office.
• Awel... supportive team environment.
• Theopportunity to develop your experience within an established financialservices business.
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