Financial Services Administrator

Join Our Team as a Financial Services Administrator!
Location: Horsham Office
Hours: 9am - 5pm
Salary: 30,000 - 35,000 (Dependent on Experience)

Are you ready to take your career to the next level in the financial services industry? We're on the lookout for a dedicated and experienced Financial Services Administrator to join our clients supportive and friendly team in Horsham! This is an incredible opportunity for someone who thrives in a professional yet relaxed environment and is eager to grow within a close-knit, experienced firm.

About the Role
As a Financial Services Administrator, you'll be an essential part of our clients team, supporting our Financial Advisers by providing high-quality administrative support across pensions and investments. Your attention to detail and client-first mindset will ensure that our clients enjoy a smooth and efficient journey with us every step of the way.

Key Responsibilities:

• Deliver comprehensive administrative support for Financial Advisers.

• Manage and maintain client records in our CRM system.

• Prepare annual review packs and reports using Dynamic Planner.

• draught post-review letters to clients.

• Process new business applications and ongoing client transactions, including fund switches, income, and withdrawals.

• Keep clients updated throughout their journey with us.

Skills & Experience Required:

• Previous experience in the Financial Services industry is essential.

• Strong organisational skills with a methodical and accurate approach.

• Ability to work under pressure while managing multiple tasks efficiently.

• Excellent communication skills across all levels.

• A genuine team player with a high level of integrity.

What We Offer:

• Competitive salary of 30,000 - 35,000 (dependent on experience).

• 23 days of holiday (increasing annually to 25 days), plus bank holidays.

• Death in Service (DIS) & Income Protection.

• Company Pension.

• Discretionary bonus scheme.

• Convenient parking available nearby.

Our office is located just a 12-minute walk from Horsham train station, making your commute a breeze! If you're looking for an opportunity to work in a vibrant and supportive environment, where your contributions truly matter, we want to hear from you!

Apply Now!
Take the next step in your career and join a team that values your skills and experiences. Send your CV and cover letter today, and let's embark on this exciting journey together!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.