Social network you want to login/join with: Financial Services Administrator, Watford, Hertfordshire Location: Watford, Hertfordshire, United Kingdom Job Category: Other EU work permit required: Yes Job Views: 3 Posted: 04.06.2025 Expiry Date: 19.07.2025 Job Description: About the Company If you have experience in the Financial Services industry and are seeking a role to advance your career, this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning offers 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 administration for pensions and investments, ensuring that financial advisers receive first-class administrative support. This role is ideal for someone who enjoys working in a professional yet relaxed environment and is eager to grow within a supportive team. The role will entail: Providing efficient administration support for Financial Advisers; assisting with new business procurement and processing, and servicing existing clients Maintaining and updating client records in our database Preparing client documentation, including review packs, illustrations, and valuations Processing new business documentation according to standards Handling fund switches, income, and withdrawals Liaising with providers to chase new business and updating clients Skills & Knowledge Experience in the Financial Services industry Ability to work under pressure Excellent communication skills at all levels Team-oriented mindset Good planning and organizational skills with a methodical approach Honesty and integrity Experience with Dynamic Planner is a plus The successful candidate will be offered: #J-18808-Ljbffr
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JR United Kingdom Recruiting Team