Financial Services Administrator

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THE OPPORTUNITY 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.
THE ROLE 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 produc...
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Location:
Horsham, West Sussex
Salary:
£35,000
Job Type:
FullTime
Category:
Accounting & Finance

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