Financial Services - Business Administrator in Horsham

We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive Business Administrator to join our Adviser Hub. This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after. If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you.

The Role

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. From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process — keeping cases moving, documentation complete, and everyone in the loop.

Key Responsibilities

• EBS Submissions – Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team.
• 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.
• LOAs & Tracking – Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt.
• Paraplanner Liaison – Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work.
• New Money Tracking – Tracking new money received from providers and clients, and ensuring records are kept up to date throughout.
• Client Communications – Preparing meeting packs, sending review letters and acting as first point of contact for new business queries.
• 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

Previous experience as a PSS within an SJP practice is essential, at least 1–2 years. You genuinely enjoy working with multiple advisers and take pride in being the person the whole team turns to. A natural organiser who stays calm under pressure and thrives when juggling competing priorities. Strong working knowledge of SJP systems including Salesforce, SharePoint, My Practice, and Ibiz. Experienced in EBS submission and new business processing. Confident communicating with advisers and clients, with the ability to find solutions quickly. Highly accurate and methodical — you notice the details others miss. Able to balance patience with directness, both within the team and with external providers. Comfortable working alongside outsourced admin teams and wider SJP departments. Desirable: working knowledge of Excel and Asana. Enjoys using and learning new software, including AI tools.

What We Offer

• Part-time role, over either 4 or 5 days a week – to be determined at onboarding based on your circumstances and preferences.
• Competitive pro-rata salary based on experience and benefits package.
• A supportive, collaborative, and dynamic working environment.
• Opportunities for professional development and career progression.
• A friendly and inclusive team culture where your contributions are valued.
• Standard working hours of 9:00 am–5:00 pm, supported by a flexible clock-in/clock-out system.

Our Culture

We are a people-first business that genuinely cares about doing things properly. We work hard, support each other, and believe that great results come from strong relationships, trust, and shared standards. You will be joining a collaborative, down-to-earth team where everyone pulls together and takes pride in their work. We value professionalism without pretence, initiative without ego, and clear communication over corporate noise. We encourage ownership and accountability, but never at the expense of kindness or support. Ideas are welcomed, questions are encouraged, and development is taken seriously. If something can be improved, we talk about it and fix it together. We are ambitious and growing, but we do not lose sight of the human side of work. Flexibility, respect, and balance matter here. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term. If you are looking for a role where you are supported and genuinely valued, you will feel at home with us.

Employee Benefits

• 22 days annual leave (pro-rata), rising with service: +1 day after 3 years (23 days) +2 days after 5 years (25 days maximum)
• 2 personal days per year (T&Cs apply)
• 5 × 1-hour paid personal health appointments per year
• 5 paid sick days per year
• WPA cash account (from completion of probation)