At a Glance
- Tasks: Manage client lifecycle and support the advice team for a seamless experience.
- Company: Established financial planning firm in Horsham with a collaborative culture.
- Benefits: Salary up to £36,000, private medical insurance, and 25 days holiday.
- Other info: Supportive team culture with occasional remote work options.
- Why this job: Kickstart your career in financial services with excellent training and development opportunities.
- Qualifications: 1 year of experience in financial services administration and strong organisational skills.
The predicted salary is between 28000 - 36000 £ per year.
A well-established financial planning firm in Horsham is seeking an Administrator to join its Client Support team due to a retirement. This role offers an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative environment.
Location: Horsham, West Sussex
Employment Type: Permanent
Salary: £28,000 – £36,000 per annum
Responsibilities:
- As an Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.
- The role is fully office based, with occasional remote days, offering excellent training, exam support, and genuine career development opportunities.
Benefits:
- Salary up to £36,000
- Private medical insurance
- Life assurance
- 5% employer contribution, option to invest in company CIP
- 25 days holiday + holiday purchase scheme
- Full exam support
- Enhanced maternity/paternity pay
- Office-based role with supportive team culture
- Occasional day of work from home if needed
Qualifications:
- At least 1 year’s experience in financial services administration
- Knowledge of Intelligent Office (IO) is advantageous; training can be provided
- Strong administrative and organisational skills with excellent attention to detail
- Eagerness to continue personal and professional development
We think you need these skills to ace Senior IFA Administrator in Horsham
Client Lifecycle Management
Financial Services Administration
Intelligent Office (IO)
Administrative Skills
Organisational Skills
Attention to Detail
Collaboration
