Financial Services Administrator

• Position: Financial Services Administrator
• Salary: £30,000 -£32,000 per annum plus very good all round company benefits, 25 days holidays plus all UK bank holidays. Salary could be slightly higher for a candidate with very relevant financial services experience
• Location: Haywards Heath, West Sussex
• Hours: Monday – Friday 09:00-17:00. Hybrid role with 3 days in the office and 2 days working from home per week. A 1/4 ratio could also be considered. My client will also consider candidates who are seeking Part Time hours.
• Role based in Haywards Heath with parking available nearby. Office is a short walk from the station area.

We are delighted to be working alongside our small, growing and very reputable financial services client (on a sole agency basis) as they seek to expand their team at their Haywards Heath office.

The role is ideal for someone with previous experience within the financial services sector, pensions, insurance, IFA, wealth management or similar.

The role – Financial Services Administrator

My client is seeking a Financial Services Administrator to provide vital support to their adviser team, ensuring the smooth delivery of high-quality service to clients. This is an excellent opportunity for someone with experience in financial services administration who is looking to develop their career within a professional and collaborative environment.

Duties will include:

As a Financial Services Administrator, you will play a key role in supporting advisers and clients throughout the advice process – your responsibilities will include:

• Preparing and processing new business applications
• Managing client administration and maintaining accurate records
• Liaising with providers, clients and internal stakeholders
• Preparing documentation and paperwork for advisers
• Monitoring applications through to completion
• Providing general administrative support to the adviser team
• Ensuring client files remain compliant and up to date

Experience, competencies and knowledge required:

• Previous experience within financial services administration
• Excellent organisational and communication skills
• Strong attention to detail and accuracy
• Ability to manage multiple tasks and priorities effectively
• A proactive and professional approach to client service

For more information regarding this new and exciting Financial Services Administrator opportunity, please apply now! Short-listing will take place soon – don’t miss out!

Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy.

Please note that no terminology in this advert is intended to discriminate on the grounds of a person’s gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.