Financial Services Administrator

First Recruitment Services; Horsham; On-site; GBP 26,000 - 30,000; Full time

Job summary

A leading company is seeking a skilled Financial Services Administrator to provide essential administrative support to Financial Advisers in Horsham. The role includes maintaining client records, managing business submissions, and ensuring high standards of service in a collaborative team environment.

Benefits

23 days holiday (rising to 25 with service)

Company pension scheme

Death in Service benefits

Income Protection benefits

Discretionary bonus opportunities

Convenient nearby parking

Qualifications

• Proven experience in a Financial Services administration role.
• Ability to manage multiple priorities in a fast-paced setting.
• Collaborative team player with a high level of professionalism.

Responsibilities

• Delivering end-to-end administrative support to advisers.
• Maintaining accurate client records using CRM systems.
• Coordinating with providers to track and progress applications.

Skills

Organisational skills

Attention to detail

Communication skills

Tools

CRM systems (XPLAN/360)

Job description

• Position:Financial Services Administrator
• Salary: £26,000 – £30,000
• Location: Horsham
• Hours: Monday – Friday, 9am – 5 pm Onsite
• Benefits: holiday, Pension, Death in service, income protection, bonus

We’re seeking a skilled and motivated Financial Services Administrator to become a valued member of our clients collaborative team in Horsham. If you’re looking to grow your career in a supportive, professional environment with a friendly and experienced group, this could be the perfect fit.

As a key part of their operations, you’ll provide essential administrative support to their Financial Advisers, helping to ensure a seamless experience for our clients across pensions and investment services. Your precision and client-focused mindset will be vital in maintaining our high standards of service.

Financial Services Administrator Responsibilities

• Delivering end-to-end administrative support to our advisers
• Maintaining accurate client records using our CRM systems (XPLAN/360)
• Preparing client documentation and correspondence
• Handling new business submissions and ongoing transactions (e.g., fund switches, income withdrawals)
• Coordinating with providers to track and progress applications
• Keeping clients informed throughout their journey
• Managing Letters of Authority and following up as needed

Skills & Experience

• Proven experience in a Financial Services administration role
• Strong organisational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced setting
• Clear and confident communication skills
• A collaborative team player with a high level of professionalism and integrity

Benefits

• 23 days holiday (rising to 25 with service), plus bank holidays
• Company pension scheme
• Death in Service and Income Protection benefits
• Discretionary bonus opportunities
• Convenient nearby parking

Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.