Clark James Recruitment are working with a leading Wealth Management/Financial Advisory firm based in Worthing.
Due to continued growth within the business our client are looking to recruit an experienced Financial Services Administrator to join the business.
Answering queries from clients in a precise and polite manner.
To assist with other office duties when required.
Administer Group Risk and Pension schemes
Undertaking product and fund research utilising software such as; Select-a-pension and Morningstar.
Producing client review documentation.
To ensure records are maintained and accurate.
To ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures.
Experience of working in a financial advisory firm.
Excellent organisational and communication skills.
Ability to manage and prioritise a variety of work tasks.
Comfortable working in a small team environment.
Thorough knowledge of the Microsoft Office package.
Preferable if candidates have a technical knowledge of life, pensions and investments and the associated administration formats.
Competitive salary to £30,000 (dependent on experience)
37.5 hours (Monday to Friday)
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