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Hours - 9am - 5pm
Location: Horsham Office
Holiday: 23 days plus bank holidays increasing each year until 25 days
Salary - £30k - £38k, dependent upon experience
We are looking for an experienced Financial Services Administrator to join our team to assist with all administration for pensions and investments and that the financial advisers are provided with a first-class administrative support.
This is a fantastic role for someone who enjoys working in a professional yet relaxed environment and is keen to grow within a supportive team.
Pension & Investments
- Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and processing of new business and the servicing of existing clients
- Populating and maintaining client records within our database
- Producing the relevant paperwork for the client, on behalf of the Adviser, including client review packs (using Dynamic Planner) illustrations and valuations
- Processing new business documentation in accordance with the agreed service and quality standards
- Process fund switches, income and withdrawals
- Liaising with providers to chase new business and keeping clients updated
Skills & Knowledge
- Experience within the Financial Services industry
- The ability to cope in high-pressure environment
- Excellent communication skills at all levels
- Team player
- Good planning and effective organisational skills with a methodical approach to work
- Honesty and integrity
- Experience of Dynamic Planner would be ideal
The successful candidate will be offered:
- DIS and Income Protection
- Discretionary bonus
- Pension
- Parking available nearby
