Financial Administrator - Horsham

Artemis Recruitment Consultants Ltd; Horsham; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Administrator in Horsham. The role includes supporting advisers with administrative tasks, managing client queries, and ensuring compliance. The ideal candidate will have strong communication skills and experience in the financial services industry.

Qualifications

• Experience in financial services environment required.
• Ability to handle high-pressure situations.
• Strong communication skills necessary.

Responsibilities

• Provide administrative support to Financial Advisers.
• Manage client queries and business processing.
• Keep client records compliant and updated.

Skills

Communication

Organisational skills

Team player

Education

Experience within the Financial Services industry

Job description

Type of Position: Financial Administrator - Horsham
Pay: £30k - £35k
Reference: Horsham2

We are looking for an experienced Financial Administrator to join our clients wealth management firm based in Horsham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison.This will be an office based position in Horsham, with a generous benefits package available.

Key Responsibilities:

- Providing technical and administrative support to Advisers.

- Dealing client queries such as, changes to income and withdrawals

- Process new business such as pension transfers and new investments

- Preparing illustrations and application forms

- Liaising with providers to chase new business and keeping clients updated

- Submitting new protection applications

- Liaising with providers and GP surgeries to progress applications and keeping clients updated

- Keeping client records and compliance up to date

Skills and 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

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