Financial Services Administrator

We are looking for an individual who has gained previous Financial Services experience to join our client, where you will work as a Client Support Administrator, based in Reigate.

Joining this small and friendly team you will be providing administrative support as well as working closely with the Client Support Team to ensure a seamless experience for all.

A background in Financial Services is essential, and a strong knowledge of Pension products.

Details & benefits:

• 3/4 day week available 


• Salary up to £30,000 pro rata


• 23 days annual leave plus bank holidays


• Birthday day off


• Quarterly work events.


• Fully funded training


• Annual salary and bonus reviews

Responsibilities:

• Supporting Financial Advisors by providing full administrative support to clients


• Assisting in client meetings, appointment scheduling


• Confidently liaising with providers and other third parties to obtain financial information on behalf of clients.


• Assisting with projects as they come up.


• Working with Financial Advisors and Client Operations managers to ensure effective operational organisation of the team.


• Using initiative to manage your workflow, tasks, and achieving outcomes agreed with your supervisor.

Please note you must have previous pensions administration experience to be considered. 

Apply now!

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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.