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- Tasks: Support financial advisers with pensions and investment administration tasks.
- Company: Morgan McKinley, a leading firm in financial services.
- Benefits: Competitive salary, flexible working options, and a supportive team environment.
- Other info: Opportunity for hybrid working and career growth in a thriving industry.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 30000 - 32000 £ per year.
Morgan McKinley is looking for an experienced Financial Services Administrator or Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Financial Services Administrator will be supporting the Financial Advisers on a daily basis with clients' pensions and investment admin. The role can be office based or hybrid working.
Salary: £30-32K
Financial Services Admin duties:
- Support the financial services team with all pensions/investment admin and compliance processing
- Updating the in-house systems and compliance files
- Submit the online pension and investment info on the portals
- Issue documents to clients including post sales letters and plan schedules
- Any other admin duties requested and also produce ongoing service reports
- Liaise regularly with the pension/investment providers
Skills and experience:
- Proven experience working in a similar Financial Services Administration - Pensions or Investment Admin, support role within financial services
- Excellent communication and IT skills
- Knowledge of financial services, specifically pension providers and products/portals
Financial Services Administrator in Horsham employer: Morgan Mckinley (Crawley)
Contact Detail:
Morgan Mckinley (Crawley) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Horsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investment products. We recommend creating a cheat sheet with key terms and recent industry trends to impress your interviewers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your experience in financial services administration clearly and concisely.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and experience. Plus, it shows you're serious about joining the team!
We think you need these skills to ace Financial Services Administrator in Horsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in pensions and investment admin, and don’t forget to mention any relevant compliance processing skills. We want to see how you can support our financial advisers!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your proven experience in financial services and how your skills align with what we’re looking for. Keep it engaging and personal!
Show Off Your Communication Skills: Since excellent communication is key in this role, make sure your application reflects that. Use clear and concise language, and don’t hesitate to showcase any examples of how you've effectively liaised with clients or providers in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Morgan Mckinley (Crawley)
✨Know Your Financial Services
Make sure you brush up on your knowledge of pensions and investment products. Familiarise yourself with the latest trends and regulations in the financial services sector, as this will show your potential employer that you're not just experienced but also proactive about staying informed.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and providers, practice articulating your thoughts clearly. Prepare examples from your past experiences where effective communication made a difference, whether it was resolving an issue or explaining complex information to clients.
✨Demonstrate IT Proficiency
Be ready to discuss your experience with in-house systems and compliance files. If you've used specific software or portals in previous roles, mention them. It’s a good idea to have a few examples of how you’ve efficiently managed data or improved processes using technology.
✨Prepare for Compliance Questions
Given the importance of compliance in financial services, expect questions around this topic. Brush up on relevant regulations and be prepared to discuss how you’ve ensured compliance in your previous roles. This will highlight your attention to detail and understanding of industry standards.