Financial Services Administrator

Morgan McKinley; Horsham; On-site; GBP 25,000 - 31,000; Full time

Job summary

Morgan McKinley is recruiting for an experienced Financial Services Administrator to join a team in Horsham, West Sussex. This office-based role requires a proactive administrator with experience in FS/Insurance/Pensions and excellent communication skills.

The role involves handling phone inquiries, emails, CRM updates, and providing support to the financial services team while ensuring customer compliance documentation is managed accurately.

Qualifications

• Proven Administration support experience, working in a similar role within the FS / Insurance / Pensions sector.
• Excellent communication skills both verbally and written.
• Good IT skills.

Responsibilities

• Answering the phones, 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

Administration experience

Excellent communication

Good IT skills

Tools

CRM systems

Job description

Morgan McKinley is looking for an experienced Financial Services Administrator to work for a company based in the Horsham, West Sussex area. This is an admin support job opportunity, ideal for someone who has worked in a similar financial services support, admin, customer services or pensions role.

Salary: £28K

Location: Office based - Horsham, West Sussex. Own transport required due to the location. Parking onsite.

Hours: Monday - Thursday 8.30am-5.30pm and Friday 8:30am to 4pm

Financial Services Admin duties:

• Answering the phones, 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 and experience required:

• Proven Administration support experience, working in a similar role within the FS / Insurance / Pensions sector
• Excellent communication skills both verbally and written
• Good IT skills