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Financial services administrator

Horsham
Burgh Recruitment
Financial services administrator
Posted: 15 April
Offer description

Business Administrator

Location: Horsham

Salary: Highly Competitive + Bonus

Hours: Part Time /Hybrid working pattern available

Business Administrator

We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive Business Administrator (PSS Administrator) to join our Adviser Hub.
This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after.

If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you.

The Role

As a Business Administrator (PSS Administrator) You will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity.
From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process keeping cases moving, documentation complete, and everyone in the loop.

Key Responsibilities

1. EBS Submissions - Submitting EBS applications, maintaining the business tracker, a...

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