Financial Services Administrator

JR United Kingdom; Chelmsford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services business is offering an opportunity for a Financial Services Administrator to join a supportive team in Chelmsford. The role involves providing administrative support for pensions and investments while ensuring effective communication and organizational skills are applied in a professional setting.

Qualifications

• Experience within the Financial Services industry.
• Ability to cope in a high-pressure environment.

Responsibilities

• Providing an efficient administration service for Financial Advisers.
• Maintaining client records within the database.
• Processing new business documentation.

Skills

Communication

Team Player

Organizational Skills

Honesty and Integrity

Tools

Dynamic Planner

Job description

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EU work permit required:

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

About the Company

If you have some experience with the Financial Services industry and are seeking a role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as a client support executive with one of our Strategic Partner firms, Redwood Financial, based in Horsham, West Sussex.

They are looking for an experienced Financial Services Administrator to join their team to assist with all administration for pensions and investments and to ensure that the financial advisers are provided with a first-class administrative support.

This is a fantastic role for someone who enjoys working in a professional yet relaxed environment and is keen to grow within a supportive team.

The role will entail the following:

Pension & Investments

• Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and processing of new business and the servicing of existing clients
• Populating and maintaining client records within our database
• Producing the relevant paperwork for the client, on behalf of the Adviser, including client review packs (using Dynamic Planner) illustrations and valuations
• Processing new business documentation in accordance with the agreed service and quality standards
• Process fund switches, income and withdrawals
• Liaising with providers to chase new business and keeping clients updated

Skills & 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
• Honesty and integrity
• Experience of Dynamic Planner would be ideal

The successful candidate will be offered: