Administrator (Financial Services)

Morgan McKinley; Horsham; On-site; GBP 26,000 - 28,000; Full time

Job summary

Morgan McKinley in Horsham, West Sussex is seeking an experienced Administrator to join a financial services team. This office-based role focuses on providing essential admin support, handling enquiries, and maintaining CRM and portals to support clients and compliance processes.

The ideal candidate will have proven admin or customer services experience in FS, Insurance or pensions, strong communication skills, and solid IT proficiency. Own transport is required due to location.

Qualifications

• Experience in admin support within FS/Insurance/Pensions is required.
• Strong written and verbal communication skills.
• Proficient IT skills and ability to use CRM/portals.

Responsibilities

• Answering phones and handling enquiries.
• Monitoring and responding to emails.
• Updating the CRM and portals.
• Providing administration support to the financial services team.
• Support with customer compliance documents.

Skills

Admin support

Communication skills

Customer service

IT skills

CRM experience

Tools

CRM software

Job description

Morgan McKinley is looking for an experienced Administrator to work for a Financial Services type company based in the Horsham, West Sussex area. This is an admin support job opportunity, ideal for someone who has worked in a similar admin, customer services role.

Salary: £26-28K

Location: Office based - Horsham, West Sussex. Own transport required due to the location. Parking onsite.

Hours: Monday - Thursday 8.30am-5.30pm and Friday 8:30am to 4pm

Admin support duties:

• Answering the phones, handling enquiries
• Monitoring and responding to emails
• Updating the CRM and portals
• Providing administration support to the financial services team
• Support with customer compliance documents

Skills and experience required:

• Proven Admin support experience, working in a similar role within the FS / Insurance / Pensions sector
• Excellent communication skills both verbally and written
• Good IT skills