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- Tasks: Manage client reviews, support risk analyses, and coordinate tax reporting.
- Company: Join a friendly, independent financial advisory firm in Goring, Worthing.
- Benefits: Earn up to £35,000, enjoy 28 days holiday, and flexible working options.
- Other info: Welcoming team culture with opportunities for professional growth and work-life balance.
- Why this job: Make a real impact on clients' financial futures while developing your skills.
- 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.
Full or Part-time Financial Services Administrator in Worthing employer: Antony George Recruitment
Contact Detail:
Antony George Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Full or Part-time Financial Services Administrator 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 valuable insights or even job leads.
✨Tip Number 2
Prepare for interviews by researching Sussex Retirement Planning thoroughly. Understand their values, services, and client focus. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on common questions related to financial services administration and be ready to discuss your experience with tools like XPlan.
✨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 directly with us.
We think you need these skills to ace Full or Part-time Financial Services Administrator in Worthing
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience in financial services administration and any specific skills that match what we're looking for, like your knowledge of financial products and software.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with clients in retirement and how your background makes you a great fit for our team. Keep it friendly and professional, just like us!
Showcase Your Attention to Detail: Since we pride ourselves on professionalism and attention to detail, make sure your application is free from typos and errors. Double-check everything before hitting send – it shows you care about quality, just like we do!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the info you need about the role and our company culture. Plus, it’s super easy!
How to prepare for a job interview at Antony George Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of financial products like investment bonds and SIPPs. Be ready to discuss how these products work and their relevance to clients, especially those in or approaching retirement.
✨Showcase Your Admin Skills
Prepare examples from your past experience that highlight your attention to detail and organisational skills. Think about times when you managed client reviews or coordinated tax reporting information effectively.
✨Emphasise Client Service
Since this role is all about client interaction, be prepared to talk about how you’ve provided excellent service in previous roles. Share specific instances where you went above and beyond for a client.
✨Be Open to Learning
Demonstrate your commitment to professional development by discussing any new technologies or tools you've embraced. Mention your willingness to adapt and learn, especially with AI tools that can enhance client service.