Financial Services Admin Specialist | Compliance & Support

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 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.