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- Tasks: Manage client reviews, coordinate tax info, and support invoicing in a friendly team.
- Company: Join Sussex Retirement Planning, a supportive financial advisory firm focused on client success.
- Benefits: Earn up to £35,000, enjoy 28 days holiday, and benefit from flexible working options.
- Other info: Welcoming workplace with opportunities for professional growth and future remote work.
- Why this job: Make a real impact in clients' lives while developing your skills in a dynamic environment.
- Qualifications: Two years' experience in financial services administration and proficiency in Microsoft Office.
The predicted salary is between 30000 - 35000 £ per year.
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.
The successful candidate will receive a basic salary of up to £35,000 depending on experience & qualifications.
- 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
- Future option to work partly from home, subject to business needs
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.
- 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
- Handle invoicing and credit control and monitor fee collection
- Greet and welcome clients and visitors to the office
Committed to professional self-development, with an openness to embracing new technologies such as AI tools.
Minimum two years’ administration experience within a financial planning or IFA firm.
Proficient in Microsoft Office (Word, Excel, Outlook).
Working knowledge of financial products including investment bonds, SIPPs, VCTs and investment platforms.
Experience using XPlan practice management software.
Familiarity with FCA regulatory requirements relevant to financial services administration.
Financial Services Administrator- Full or Part Time in Worthing employer: Antony George Recruitment
Contact Detail:
Antony George Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator- Full or Part Time in Worthing
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Sussex Retirement Planning is all about personalised client service, so think of examples from your past experience that showcase your commitment to client satisfaction.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on how your skills in financial administration can directly benefit the team at Sussex Retirement Planning.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Financial Services Administrator- Full or Part Time in Worthing
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Financial Services Administrator role. Highlight your background in financial services administration and any specific software or regulatory knowledge you have.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention how your values align with their commitment to client service and professionalism.
Showcase Your Attention to Detail: In a role that requires precision, it's crucial to demonstrate your attention to detail. Whether it's through your application format or examples of past work, make sure we see that you can handle the nitty-gritty!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with Sussex Retirement Planning.
How to prepare for a job interview at Antony George Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products like investment bonds and SIPPs. Being able to discuss these confidently will show that you're not just familiar with the terms, but you understand how they impact clients' lives.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past experience where your attention to detail made a difference. Whether it was managing client records or ensuring compliance with FCA regulations, be ready to share specific stories.
✨Demonstrate Client Service Skills
This firm prides itself on client service, so think about times when you've gone above and beyond for a client or colleague. Be prepared to discuss how you handle difficult situations and ensure client satisfaction.
✨Embrace Technology
With the mention of AI tools and software like XPlan, it's important to express your willingness to learn and adapt. Share any experiences you have with technology in financial services and how you've used it to improve processes or client interactions.