Financial Services Administrator

Quilter Financial Planning; Horsham; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Discretionary bonus

Pension

Parking available nearby

Job summary

Quilter Financial Planning seeks an experienced Financial Services Administrator for their Horsham office. This role involves providing administrative support for pensions and investments, ensuring a first-class service to financial advisers. Ideal candidates will have experience in the Financial Services industry and excellent communication skills.

Qualifications

• Experience in Financial Services is essential.
• Strong communication skills are a must.
• Ability to work in a high-pressure environment.

Responsibilities

• Efficient administration for Financial Advisers.
• Maintaining client records and documentation.
• Processing fund switches, income, and withdrawals.

Skills

Experience within the Financial Services industry

Excellent communication skills

Team player

Good planning and effective organisational skills

Honesty and integrity

Tools

Dynamic Planner

Job description

1 day ago Be among the first 25 applicants

Quilter Financial Planning provided pay range

This range is provided by Quilter Financial Planning. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Quilter Financial Planning

Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.

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:

• DIS and Income Protection
• Discretionary bonus
• Pension
• Parking available nearby

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Financial Services and Banking

Referrals increase your chances of interviewing at Quilter Financial Planning by 2x

Get notified about new Finance Administrator jobs in Horsham, England, United Kingdom.

Redhill, England, United Kingdom 2 days ago

Crawley, England, United Kingdom 1 month ago

Crawley, England, United Kingdom 1 day ago

Horsham, England, United Kingdom 3 days ago

Surrey, England, United Kingdom 2 weeks ago

Horsham, England, United Kingdom 2 weeks ago

Crawley, England, United Kingdom 3 weeks ago

Farnborough, England, United Kingdom 2 days ago

Leatherhead, England, United Kingdom 1 week ago

Lewes, England, United Kingdom 1 week ago

Woking, England, United Kingdom 1 month ago

Reigate, England, United Kingdom 4 days ago

Pulborough, England, United Kingdom 4 days ago

Redhill, England, United Kingdom 1 week ago

Pulborough, England, United Kingdom 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.