Boutique Wealth Firm

Are you an experienced Financial Administrator who thrives in a fast-paced wealth management environment? This is your chance to join a respected boutique financial planning firm based in Horsham, supporting a team of established advisers with long-standing, loyal clients.

�? Why this opportunity stands out:

• ?? Brand new role created due to business growth and increasing client demand
• �? Join a highly regarded wealth planning firm with strong ties to solicitors and professional referrers
• ?? Direct support to advisers with meaningful client relationships built over decades
• �? Varied, end-to-end administrative duties - every day is different
• ?? Competitive salary up to £38k + performance bonuses + benefits

?? Key responsibilities:

• End-to-end financial administration for both new business and ongoing client servicing
• Preparing adviser meeting packs, onboarding clients, and processing new applications
• Managing annual review processes and maintaining accurate records
• Liaising with clients, providers, and professional connections to ensure smooth operations
• Supporting the advice team to deliver an exceptional client experience

? What we’re looking for in a Financial Administrator:

• Previous experience in an IFA/wealth management environment is essential
• Strong understanding of platforms, providers, back-office systems, and FCA processes
• A confident communicator who can manage client queries and build relationships
• Highly organised, detail-focused and proactive in approach
• A team player who enjoys making a difference behind the scenes

This is an ideal opportunity for a confident and capable Financial Administrator who doesn’t need hand-holding and wants to make a real impact from day one. You’ll be joining a warm, collaborative team that values your experience and gives you the space to thrive.

?? Ready to take the next step?If you’re an experienced Financial Administrator looking for your next challenge, send your CV to Ryan at Financial Divisions or apply directly today.