Administrator (Financial Services)

Huntress - Crawley • Permanent • Horsham, West Sussex, England, United Kingdom • £30k - £32k / year • 2h ago

Up to £32,000 | Full Time | Hybrid Working Available After Probation

Are you an experienced Financial Services Administrator looking to join a well-established and highly respected organisation within the wealth management sector?

We are recruiting for a Pension and Investment Administrator to join a busy and supportive team. This is an excellent opportunity to become part of a professional organisation that places customer outcomes, integrity and service excellence at the heart of everything it does.

Working closely with Financial Advisers and colleagues across the business, you will provide comprehensive administrative support across pensions, investments and ongoing client servicing activities.

The Role

Key responsibilities will include:

Processing new pension and investment business with providers
Maintaining accurate client records and updating internal systems
Chasing providers and third parties to progress applications and obtain information
Preparing client documentation, reports and correspondence
Producing valuations and supporting documentation for adviser review meetings
Monitoring workflows and ensuring service standards and deadlines are met
Managing client and provider communications in a professional and timely manner
Supporting ongoing servicing activities and annual client reviews
Ensuring all administration is completed in line with FCA regulations and internal procedures

About You

To be successful in this role, you will have:

Previous administration experience within Financial Services
Exposure to pensions and investment products, such as personal pensions, group pensions or investment portfolios
A strong understanding of financial services processes and documentation
Excellent attention to detail and organisational skills
Strong communication skills and a professional client-focused approach
Good working knowledge of Microsoft Office applications
The ability to manage multiple priorities and work effectively within a busy environment
Professional financial services qualifications would be advantageous but are not essential.

What's on Offer?

Salary up to £32,000
Full-time, permanent position
Monday to Friday, 9:00am - 5:00pm (35-hour week)
Hybrid working available following successful completion of probation (3 days office, 2 days home)
Supportive and collaborative working environment
Ongoing training and professional development opportunities
Opportunity to join a successful and growing organisation with an excellent reputation within the financial services sector

This role would suit an organised and proactive Financial Services Administrator who enjoys delivering excellent service and is looking to further develop their career within pensions and investments.

Interested? Apply today

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

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