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- Tasks: Support financial advisers with administration across pensions, investments, and compliance.
- Company: A growing Independent Financial Advisory firm with a friendly team culture.
- Benefits: Competitive salary, generous leave, private medical insurance, and early Friday finishes.
- Other info: Enjoy a supportive environment with opportunities for professional development.
- Why this job: Join a thriving firm where your skills can shine and grow your career.
- Qualifications: Experience in financial services administration and strong knowledge of pensions and investments.
The predicted salary is between 30000 - 35000 £ 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. Your day-to-day will include:
- 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
- Liaising with providers, platforms, and clients to obtain required information and documentation
- Maintaining and updating client records in line with FCA compliance and regulatory standards
- Supporting advisers with pre- and post-meeting administration
- Ensuring all documentation meets internal compliance standards and FCA requirements
- 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. The firm has a strong team culture; personality fit is important.
Essential:
- 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
Desirable:
- Experience with Xplan or similar financial planning/CRM platforms
- Knowledge of Quilter or other network-based advisory environments
- Exposure to trust registration, LPA, or complex estate administration
- Any relevant financial services qualifications (e.g. CF1, R01, or equivalent)
What's on offer:
- Salary of £30,000 - £35,000 per annum, dependent on experience
- 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
- Early Friday finish option: leave at 3pm on Fridays by making up two hours earlier in the week
- Parking available nearby
- Friendly, close-knit office culture with genuine career development opportunities; the director actively sponsors promising team members through professional qualifications
Finance Administrator in Sussex employer: Kamro Limited T/A Tenex
Contact Detail:
Kamro Limited T/A Tenex Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator in Sussex
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about letting people know you’re on the hunt for a Finance Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. Be ready to discuss your experience with suitability letters and FCA compliance. Show them you’re not just a candidate, but the perfect fit for their team!
✨Tip Number 3
When you get an interview, make sure to ask questions that show your interest in their growth plans and team culture. This not only demonstrates your enthusiasm but also helps you gauge if it’s the right place for you.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Finance Administrator in Sussex
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services admin experience and any relevant qualifications to show us you’re the perfect fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your background aligns with what we’re looking for. Don’t forget to mention your attention to detail and familiarity with FCA compliance!
Showcase Your Communication Skills: Since written communication is key in this role, make sure your application is clear, concise, and free of errors. We want to see that you can draft professional documents and suitability letters with ease.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Kamro Limited T/A Tenex
✨Know Your Financial Stuff
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 also apply it practically.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, 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 Team Dynamics
This firm values personality fit, so think about how you can contribute to their close-knit culture. Prepare to share experiences where you’ve successfully collaborated with others, especially in fast-paced environments. They want to see that you can work well with financial advisers and support staff.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth plans and how they support their team members' professional development. This shows your genuine interest in the company and helps you assess if it’s the right fit for you too.