Financial Services Administrator

The role of a Financial Services Administrator involves providing comprehensive administrative support to ensure the smooth operation of financial services within the accounting and finance department. Based in Horsham, this position requires a detail-oriented individual who can manage tasks efficiently and maintain high levels of accuracy.

Client Details

The company is a well-established organisation within the financial services industry, known for its commitment to providing expert advice and tailored solutions. As a small-sized firm, it offers a close-knit working environment and a focus on delivering exceptional client service.

Description

• Provide administrative support to financial advisers, ensuring all documentation is accurate and up to date.
• Prepare client reports, letters, and other correspondence in a timely manner.
• Maintain and update client records on internal systems.
• Assist with the preparation and submission of client applications and forms.
• Coordinate and schedule client appointments and manage adviser diaries.
• Respond to client queries and provide general support as required.
• Ensure compliance with industry regulations and company policies.
• Work collaboratively with team members to achieve departmental goals.

Profile

A successful Financial Services Administrator should have:

• Previous experience in an administrative role within the financial services industry.
• Strong organisational skills and attention to detail.
• Proficiency in using relevant software and office tools.
• Knowledge of financial products and services.
• Excellent communication and interpersonal skills.
• A proactive approach and the ability to prioritise tasks effectively.

Job Offer

• A competitive salary ranging from £26,000 to £27,000 per annum.
• Permanent role based in Horsham, offering stability and career growth opportunities.
• Supportive working environment within a small-sized firm.
• The opportunity to work within the financial services industry, contributing to a professional accounting and finance team.

If you are a detail-oriented professional looking for a rewarding opportunity as Financial Services Administrator in Horsham, we encourage you to apply today.