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We are looking for an experienced Financial Administrator to join our clients wealth management firm based in Horsham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. This will be an office based position in Horsham, with a generous benefits package available.
Key Responsibilities:
- Providing technical and administrative support to Advisers.
- Dealing client queries such as, changes to income and withdrawals
- Process new business such as pension transfers and new investments
- Preparing illustrations and application forms
- Liaising with providers to chase new business and keeping clients updated
- Preparing quotes
- Submitting new protection applications
- Liaising with providers and GP surgeries to progress applications and keeping clients updated
- Keeping client records and compliance up to date
Skills and Knowledge:
- Experience within the Financial Services industry
- The ability to cope in high-pressure environment
- Excellent communication skills at all levels
- Team player
- Good planning and effective organisational skills with a methodical approach to work
- Honesty and integrity
If you would be interested in applying for this opportunity then please submit a copy of your CV to Sam at Artemis Recruitment.
