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- Tasks: Manage business submissions, case handling, and support the adviser team in a dynamic environment.
- Company: Join a leading FTSE 100 Wealth Management company with a supportive culture.
- Benefits: Competitive salary, flexible hours, hybrid working, and professional development opportunities.
- Other info: Enjoy a part-time role with excellent career growth potential.
- Why this job: Be at the heart of financial services and make a real impact on client success.
- Qualifications: Experience in administration and strong communication skills 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.
Full or Part-time Financial Services Administrator in Crawley employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Full or Part-time Financial Services Administrator 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 lookout for opportunities. A friendly chat can lead to insider info about roles that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this role values professionalism and clear communication, think of examples from your past experiences that showcase these traits. We want you to shine!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your skills and experiences confidently when it’s your turn to impress the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. 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 Crawley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Services Administrator role. Highlight any relevant experience in case management or working with advisers, as this will show us you understand what we're looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about joining our Adviser Hub and how your proactive approach can benefit our team. Keep it concise but engaging!
Showcase Your Communication Skills: Since clear communication is key in our environment, make sure your application is well-structured and free of errors. This will demonstrate your attention to detail and professionalism, which we value highly.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 effectively manage an inbox. This knowledge will help you answer questions confidently and show that you're proactive.
✨Show Your Team Spirit
Since this role involves working closely with advisers and paraplanners, be ready to discuss your experience in team environments. Share examples of how you've collaborated in the past and how you can contribute to a positive team dynamic. They want someone who cares about their role and enjoys being part of a team.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, the Adviser Hub, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you. Plus, it demonstrates that you value clear communication, which is key in this position.
✨Be Yourself
While professionalism is important, they also value authenticity. Don’t be afraid to let your personality shine through during the interview. Show them that you’re not just a fit for the role, but also for the company culture. Remember, they want someone who will grow with the business long term!