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Join Our Team as a Financial Services Administrator!
Are you ready to take the next step in your career? We are seeking a motivated and experienced Financial Services Administrator to join our dynamic team in Horsham! If you thrive in a professional yet relaxed environment and enjoy supporting financial advisers with top-notch administrative services, this could be the perfect opportunity for you.
About the Role:
As a Financial Services Administrator, you will play a crucial role in assisting our financial advisers with all aspects of pensions and investments. Your organisational skills and attention to detail will help ensure that our clients receive exceptional service.
Key Responsibilities:
- Provide efficient administration support for financial advisers, ensuring smooth procurement and processing of new business.
- Maintain and update client records within our database.
- Prepare essential paperwork, including client review packs, illustrations, and valuations.
- Process new business documentation to meet agreed service and quality standards.
- Handle fund switches, income requests, and withdrawals.
- Liaise with providers to expedite new business and keep clients informed.
What We're Looking For:
- Proven experience within the Financial Services industry.
- Proven experience within pensions.
- Ability to thrive in a high-pressure environment.
- Excellent communication skills to engage effectively at all levels.
- A strong team player with good planning and organisational skills.
- A methodical approach to work, demonstrating honesty and integrity.
- Experience with Dynamic Planner is a plus!
Why Join Us?
- Competitive Salary: 30k - 35k, based on experience.
- Work-Life Balance: Full-time hours from 9am to 5pm.
- Generous Holiday Package: 23 days of holiday plus bank holidays, increasing to 25 days with service.
- Benefits: Access to DIS and Income Protection, a discretionary bonus, and a pension scheme.
- Convenient Location: Our Horsham office is just a 12-minute walk from the train station, making your commute easier!
If you are enthusiastic about making a meaningful impact in the financial services sector and are eager to grow within a supportive team, we want to hear from you!
How to Apply:
Ready to embark on a rewarding career with us? Send your CV and a cover letter outlining your relevant experience and why you would be a great fit for our team. Don't miss out on this fantastic opportunity to develop your career in a thriving organisation.
Join us in making a difference in the financial world! Apply today!
We look forward to welcoming you to our team!
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
