At a Glance
- Tasks: Provide essential admin support in financial services, ensuring compliance and client satisfaction.
- Company: Join a friendly, growing Independent Financial Advisory firm in Horsham.
- Benefits: Enjoy 23 days annual leave, private medical insurance, and a discretionary bonus scheme.
- Other info: Great career development opportunities with support for professional qualifications.
- Why this job: Be part of a close-knit team where your skills and personality truly matter.
- Qualifications: Experience in financial services administration and strong knowledge of pensions and investments required.
The predicted salary is between 30000 - 40000 € per year.
A well-established and growing Independent Financial Advisory firm based in Horsham is looking for an experienced Financial Services Administrator to join their close-knit, friendly team. This is a permanent, full-time, office-based role in a firm that genuinely values its people where personality and capability matter as much as qualifications. The business is expanding rapidly, recently took on additional outsourced workload, and is planning further growth through practice acquisitions. If you're a dependable, detail-oriented administrator who knows financial services inside out, this is a fantastic opportunity to grow with a thriving firm.
Working closely with a team of financial advisers and the paraplanning function, you will be responsible for end-to-end administration support across pensions, investments, and compliance:
- Preparing and drafting suitability letters for pension top-ups, withdrawals, new pension arrangements, and investment recommendations.
- Accurately processing new business applications across pensions and investment products.
- Maintaining and updating client records in line with FCA compliance and regulatory standards.
- Monitoring pipelines and following up on outstanding cases to ensure timely progression.
- Occasionally supporting client-facing interactions such as trust registration, form signing, or short Zoom calls when advisers are away from the office.
The ideal candidate will be an experienced financial services professional who is organised, accurate, and comfortable working autonomously in a fast-paced environment:
- Financial services admin experience: proven background in a similar role within an IFA, wealth management, or financial planning environment.
- Pensions and investment knowledge: strong working knowledge of pension products, investment wrappers, and associated administration processes.
- Suitability letter experience: demonstrable experience drafting and processing suitability letters/reports for pension and investment business.
- FCA compliance awareness: familiarity with FCA regulatory requirements and how they apply to day-to-day administration.
- Written communication: excellent written English with a high attention to detail; letters and client-facing documents must be accurate and professional.
- IT proficiency: competent with Microsoft Office (Word, Excel, Outlook); experience with financial planning platforms or CRM systems an advantage.
- Experience with Xplan or similar financial planning/CRM platforms.
- Knowledge of Quilter or other network-based advisory environments.
- Any relevant financial services qualifications.
Benefits include 23 days annual leave, rising by one day per year to a maximum of 25 days, plus bank holidays, company pension scheme, Vitality Private Medical Insurance (PMI) employer covers 50% of the premium, discretionary bonus scheme, and a friendly, close-knit office culture with genuine career development opportunities.
Administrator and Finance Officer employer: Kamro Limited T/A Tenex
Join a thriving Independent Financial Advisory firm in Horsham, where your contributions are genuinely valued in a friendly and supportive environment. With a strong focus on employee growth, the company offers excellent benefits including a generous leave policy, a company pension scheme, and private medical insurance, alongside opportunities for professional development sponsored by leadership. This is an ideal workplace for detail-oriented professionals looking to advance their careers in financial services while being part of a close-knit team.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator and Finance Officer
✨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 job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you showcase why you're the perfect fit for their close-knit team during the interview.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you articulate your experience in financial services and boost your confidence before the real deal.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it shows initiative and enthusiasm, which we really value!
We think you need these skills to ace Administrator and Finance Officer
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Administrator and Finance Officer. Highlight your financial services experience and any relevant skills that match the job description. We want to see how you fit into our friendly team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your personality and explain why you're the perfect fit for our close-knit team. Don’t forget to mention your experience with pensions and investments, as that’s key for us.
Showcase Your Attention to Detail:Since accuracy is crucial in this role, make sure your application is free from typos and errors. We appreciate a well-organised application that reflects your meticulous nature—just like we expect in your day-to-day work with us!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it shows you’re keen to join our growing firm!
How to prepare for a job interview at Kamro Limited T/A Tenex
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of pensions, investments, and compliance. Be ready to discuss specific products and processes you've worked with in the past. This will show that you’re not just familiar with the terminology but can apply it practically.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, prepare examples that highlight your attention to detail. Bring along any suitability letters or reports you've drafted to demonstrate your writing skills and how you ensure compliance with FCA standards.
✨Be Ready for Client-Facing Scenarios
Think about how you would handle client interactions, even if they are infrequent. Prepare to discuss how you would support advisers during client meetings or Zoom calls, showcasing your ability to communicate effectively and professionally.
✨Familiarise Yourself with Relevant Software
If you have experience with Xplan or similar CRM systems, be prepared to talk about it. If not, do a bit of research on these platforms so you can discuss how you would quickly get up to speed. This shows initiative and readiness to adapt.
