Details:
- Salary: £35,000 - 40,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Horsham West Sussex
- Date: 2 days ago
Description:
About the Role
Are you an experienced Financial Services Administrator looking to take the next step in your career with a respected reputable Financial Planning firm?
Our client is seeking a Senior Financial Services Administrator to provide high-quality administrative support to Financial Planners and their clients. This is an excellent opportunity to join a professional, client-focused team committed to delivering outstanding service and building lasting client relationships.
Key Responsibilities
* Provide senior administrative support to Financial Planners and the wider client services team.
* Prepare accurate and professional post-review correspondence.
* Support client onboarding and ongoing financial administration.
* Process withdrawals, deposits, investment trades and new business applications.
* Liaise with providers and respond to client queries.
* Maintain accurate client records and manage workflows using Xplan.
* Assist with inbox management and day-to-day administrative tasks.
* Support the administration of deceased client cases with sensitivity and care.
* Manage incoming calls, post and client meeting arrangements.
* Ensure all activities meet regulatory and compliance requirements.
About You
* Previous experience in financial planning, wealth management or financial services administration.
* Working towards, or holding, relevant CII qualifications, such as R01–R06.
* Excellent organisational skills and attention to detail.
* Strong communication skills and the ability to build positive client relationships.
* A professional, empathetic approach to handling client matters.
* The ability to work independently, take initiative and manage competing priorities.
* Good IT skills, including Microsoft Office.
What’s on Offer?
The opportunity to join a well-regarded Financial Planning firm.
* A supportive and collaborative working environment.
* Ongoing training, professional development and study support.
* A rewarding role where you can make a meaningful difference to clients and their financial wellbeing.
If you’re an experienced administrator looking to develop your career within a quality-driven, client-focused financial planning business, we’d be delighted to hear from you