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 playe...