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
Senior IFA Administrator in Horsham employer: Anthony Alexandra
Join a highly regarded independent financial planning firm in Guildford that prioritises a client-first approach and fosters long-term relationships built on integrity. As a Paraplanner, you will benefit from ongoing training, clear career progression opportunities, and a collaborative work culture that values technical excellence and employee growth. This is an excellent opportunity to enhance your skills while contributing to meaningful client outcomes in a supportive environment.
