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Join Our Team as a Financial Services Administrator!
Are you an experienced Financial Services Administrator with a passion for pensions and Independent Financial Adviser (IFA) support? If you thrive in a professional yet relaxed atmosphere and are eager to provide high-quality administrative support, we have the perfect opportunity for you in Horsham!
About the Role:
As a Financial Services Administrator, you will be an integral part of our dynamic team, supporting our IFAs in all aspects of pensions and investment administration. Your expertise in pension products and processes will ensure our clients receive exceptional service.
Key Responsibilities:
- Deliver efficient and accurate administrative support to IFAs, focusing on pensions and investment products.
- Maintain and update client records within our CRM system.
- Prepare client review packs, illustrations, valuations, and essential documentation.
- Process new business applications, ensuring compliance with service and quality standards.
- Manage fund switches, income requests, and pension withdrawals.
- Liaise with providers to expedite new business and keep clients informed throughout the process.
What We're Looking For:
- Proven experience in an IFA environment is essential.
- Strong knowledge and hands-on experience with pensions (SIPPs, personal pensions, draw down).
- Experience with Dynamic Planner is desirable but not essential.
Why Join Us?
- Competitive Salary: 30k - 35k, depending on experience.
- Work-Life Balance: Full-time hours, 9am to 5pm.
- Convenient Location: Just a 12-minute walk from Horsham train station.
How to Apply:
If you have the pension expertise and IFA background we're looking for, we'd love to hear from you! Please send your CV and a cover letter outlining your relevant experience and why you'd be a great fit for our team.
Join us in making a difference in the financial services industry-apply today! Your next exciting career adventure awaits!
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.
