At a Glance
- Tasks: Support financial advisers and ensure a smooth client experience in a dynamic environment.
- Company: Join Sussex Retirement Planning, a friendly and professional financial advisory firm.
- Benefits: Enjoy a competitive salary, 28 days holiday, flexible working, and a company pension scheme.
- Other info: Collaborative team culture with opportunities for career growth and work-life balance.
- Why this job: Make a real difference in clients' lives while developing your skills in financial services.
- Qualifications: Two years of administration experience in financial planning and strong organisational skills.
The predicted salary is between 30000 - 35000 £ per year.
Location: Worthing, BN12 4NX
About Our Client: Sussex Retirement Planning is an independent financial advisory firm based in Goring, Worthing. They specialise in working with clients who are in retirement, approaching retirement or planning for the future. They are committed to delivering high-quality, personalised advice, helping clients make the most of all the resources available to them. Authorised and regulated by the Financial Conduct Authority (FRN 197107). Their small, close-knit team prides itself on professionalism, attention to detail and a genuine commitment to client service.
Package Details: The successful candidate will receive a basic salary of up to £35,000 depending on experience & qualifications. Other benefits include:
- 28 days holiday (including bank holidays)
- Company pension scheme
- Discretionary annual bonus
- Flexible working - minimum 4 days per week, with compressed hours considered
- A welcoming office environment shared with a friendly accountancy firm of around 15–16 colleagues
- The opportunity to work directly alongside a Chartered Financial Planner and contribute meaningfully to client outcomes
- A genuinely flexible employer - we actively welcome returners, career changers and those seeking a better work-life balance
- Scope to develop your skills and grow into the role
- Future option to work partly from home, subject to business needs
Purpose of the role: They are looking for a highly organised and proactive Administration Executive to join their team. This is an excellent opportunity for someone with a background in financial services administration who is eager to contribute to a growing, client-focused advisory practice. You will play a central role in keeping the operations running smoothly, supporting the advisers and ensuring an outstanding experience for the clients.
Duties and Responsibilities:
- Send, chase and process letters of authority and plan information with providers
- Process new business, switches (on and off platform) and client withdrawals
- Liaise with product providers on behalf of clients, including certification of documents where required
- Collate and verify evidence of identity in line with compliance requirements
- Oversee the production and checking of bespoke quarterly client valuations
- Manage the annual review process, ensuring reviews are scheduled, completed on time and appropriately recorded
- Support the processing of client risk analyses
- Coordinate tax reporting information for clients and their accountants, including Capital Gains Tax reporting
- Manage threads and tasks within XPlan
- Handle invoicing and credit control and monitor fee collection
- Manage incoming and outgoing post, scanning and electronic filing
- Book meetings and organise meeting rooms
- Greet and welcome clients and visitors to the office
The Ideal Employee:
- Self-motivated and willing to take initiative
- Committed to professional self-development, with an openness to embracing new technologies such as AI tools
- A collaborative team player who is comfortable working within a small, close-knit team
- Positive, professional and client-focused in approach
Experience required:
- Essential
- Minimum two years’ administration experience within a financial planning or IFA firm
- Ability to liaise effectively with a variety of product providers and accommodate their individual processes
- Highly organised, with a systematic approach to managing workload and supporting colleagues
- Strong attention to detail and a commitment to accuracy
- Proficient in Microsoft Office (Word, Excel, Outlook)
Desirable
- Working knowledge of financial products including investment bonds, SIPPs, VCTs and investment platforms
- Understanding of how commission and fee structures operate within the advisory industry
- Experience using XPlan practice management software
- Familiarity with FCA regulatory requirements relevant to financial services administration
Financial Services Administrator in Worthing employer: Antony George Recruitment
Antony George Recruitment is an exceptional employer that prioritises employee growth and development, offering a supportive work culture where team collaboration and client satisfaction are at the forefront. Located in a vibrant area, the company provides competitive salaries, discretionary bonuses, and opportunities for leadership advancement, making it an ideal place for professionals looking to make a meaningful impact in wealth and financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Worthing
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Antony George Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Administrator in Worthing
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Antony George Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Antony George Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Antony George Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Antony George Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Antony George Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Antony George Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
