Financial Services Administrator
Posted: 29/05/26 Recruiter: Michael Page Finance Reference: 3115055700 Type: Permanent Salary: £26,000 \- £27,000 Annual Location: Brighton Description:
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.
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.
- 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.
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