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Permanent

Financial Services Administrator

Horsham
money-bag 30000.00-30000.00 Annual
3075488466
Posted 3 weeks ago

Join Our Team as a Financial Services Administrator! Location: Horsham Office Hours: 9am - 5pm Salary: 30,000 - 35,000 (Dependent on Experience) Are you ready to take your career to the next level in the financial services industry? We''re on the lookout for a dedicated and experienced Financial Services Administrator to join our clients supportive and friendly team in Horsham! This is an incredible opportunity for someone who thrives in a professional yet relaxed environment and is eager to grow within a close-knit, experienced firm. About the Role As a Financial Services Administrator, you''ll be an essential part of our clients team, supporting our Financial Advisers by providing high-quality administrative support across pensions and investments. Your attention to detail and client-first mindset will ensure that our clients enjoy a smooth and efficient journey with us every step of the way. Key Responsibilities: Deliver comprehensive administrative support for Financial Advisers. Manage and maintain client records in our CRM system. Prepare annual review packs and reports using Dynamic Planner. draught post-review letters to clients. Process new business applications and ongoing client transactions, including fund switches, income, and withdrawals. Keep clients updated throughout their journey with us. Skills and Experience Required: Previous experience in the Financial Services industry is essential. Strong organisational skills with a methodical and accurate ..... full job details .....

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