Administrator (Horsham)

Reference:
VAC-201
Sector:
Wealth Management
Salary:
Salary negotiable
Town/City:
Horsham
Contract Type:
Permanent

Our client is a well established wealth management firm providing advice in the following areas:

Life Insurance/Protection
Investment Advice
Pensions and Retirement Planning
General Insurance
Corporate Financial Advice
Estate Planning

Client Services Administrator

To provide a full administration support service to Independent Financial Advisers
To include ...
The collection and accurate input of client data to central administration systems
Competent maintenance of Management Information systems
Product research
Client and Provider liaison
New business processing
Group Scheme administration
Filing/scanning/shredding
To comply with FCA rules and other applicable legislation (NB: Non-compliance is a disciplinary offence).