Financial Services Administrator

Horsham Office | Hours: 9am – 5pm

Salary: £26,000 – £33,000 (DOE)

Holiday: 23 days bank holidays (rising to 25 days)

We’re looking for an experienced Financial Services Administrator to join our supportive and friendly team in Horsham. This is a fantastic opportunity for someone who thrives in a professional yet relaxed environment and is looking to develop within a close-knit and experienced firm.

About the Role

You'll play a key role in supporting our Financial Advisers by delivering high-quality administrative support across pensions and investments. Your attention to detail and client-first attitude will help ensure a smooth and efficient client journey from start to finish.

Key Responsibilities

• Provide comprehensive administrative support for Financial Advisers.
• Manage and maintain client records within our CRM system (XPLAN/360)
• Produce client documentation on behalf of Advisers.
• Process new business applications and ongoing client transactions, including fund switches, income and withdrawals.
• Liaise with product providers to monitor and progress new business.
• Keep clients updated throughout the process.
• Processing and chasing Letters of Authority.

Skills & Experience Required

• Previous experience within the Financial Services industry is essential.
• Strong organisational skills with a methodical and accurate approach.
• Ability to work under pressure and manage multiple tasks efficiently.
• Excellent communication skills across all levels.
• A genuine team player with a high level of integrity.

What We Offer

• 23 days holiday (increasing annually to 25 days), plus bank holidays.
• Death in Service (DIS) & Income Protection.
• Company Pension.
• Discretionary bonus scheme.
• Parking available nearby.