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- Tasks: Manage business submissions, case handling, and support advisers in a dynamic financial services environment.
- Company: Join a leading FTSE 100 Wealth Management company with a supportive team culture.
- Benefits: Competitive salary, flexible hours, hybrid working, and opportunities for professional growth.
- Other info: Enjoy a flexible work-life balance and a chance to grow your career.
- Why this job: Be at the heart of financial services, making a real difference in clients' lives.
- Qualifications: Experience in administration and a proactive attitude are essential.
The predicted salary is between 30000 - 30000 £ per year.
Salary: Up to £30,000 (FTE) Depending on experience
Hours: Part Time - Hybrid working pattern available
We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / Business Administrator to join our Adviser Hub.
The Role - Business / IFA Administrator
As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity.
- Case Management: Sense-checking data and fact find standards, maintaining case checklists, liaising with central SJP admin, and ensuring all documentation requirements are met end to end.
- Paraplanner Liaison: Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work.
- Salesforce CFR Records: Creating and maintaining client CFR records in Salesforce, ensuring all details are accurate and up to date for the Adviser team.
- Inbox Management: Managing the shared Adviser Hub inbox, triaging incoming requests from advisers and responses from the outsourcing team, and ensuring everything is picked up and actioned in a timely manner.
About You - Business / IFA Administrator
- Part-time role, over either 4 or 5 days a week, based on your circumstances and preferences.
- Competitive pro rata salary based on experience, and a comprehensive benefits package.
- Opportunities for professional development and career progression.
- Standard working hours of 9:00am - 5:00pm, supported by a flexible clock-in / clock-out system.
- Hybrid working pattern.
We value professionalism without pretence, initiative without ego, and clear communication over corporate noise. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term.
Jamess Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page.
Financial Services Administrator- Full or Part Time in Crawley employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator- Full or Part Time in Crawley
✨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 hunt for a role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values, especially around professionalism and communication, so you can show them you're a perfect fit for their team.
✨Tip Number 3
Practice your case management skills! Be ready to discuss how you've handled similar tasks in the past, like managing documentation or liaising with teams. This will help you stand out as someone who can hit the ground running.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our Adviser Hub and being part of our growing team.
We think you need these skills to ace Financial Services Administrator- Full or Part Time in Crawley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight relevant experience and skills that match the job description, like case management and Salesforce knowledge. We want to see how you fit into our Adviser Hub!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Keep it professional but let your personality come through – we love authenticity!
Showcase Your Team Spirit: Since we value teamwork, make sure to mention any experiences where you've successfully collaborated with others. Whether it's liaising with paraplanners or managing inboxes, show us how you can contribute to our team dynamic.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just tick the Privacy Policy box and hit that green 'apply to this job' button!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you understand the financial services industry and the specific role of a Business / IFA Administrator. Brush up on case management processes, Salesforce CFR records, and how to liaise effectively with paraplanners. This knowledge will help you answer questions confidently and show that you're proactive.
✨Showcase Your Communication Skills
Since clear communication is key in this role, prepare examples of how you've successfully managed inboxes or communicated with teams in the past. Think about times when you triaged requests or ensured timely responses, as these experiences will resonate well with the interviewers.
✨Demonstrate Team Spirit
This position values teamwork, so be ready to discuss how you’ve contributed to a team environment. Share stories that highlight your ability to work collaboratively, support colleagues, and contribute to a positive workplace culture. It’s all about showing that you care about your role and the team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, professional development opportunities, and the hybrid working model. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals and values.