1. Position: Financial Services Administrator
2. Salary: £30000 – £35,000
3. Location: Horsham
4. Hours: Monday – Friday, 9am – 5 pm Onsite
5. Benefits: holiday, Pension, Death in service, income protection, bonus
We’re seeking a skilled and motivated Financial Services Administrator, with specific experience working in an IFA or with Mortgage Administration to become a valued member of our clients collaborative team in Horsham. As a Financial services Administrator you are a key support to the Financial Advisers, you’ll play a vital role in ensuring clients receive a smooth and efficient service across pensions, investments, and other financial products. Your attention to detail and ability to manage multiple tasks will help maintain the firm’s reputation for excellence.
Financial Services Administrator Responsibilities
6. Delivering end-to-end administrative support to our advisers
7. Maintaining accurate client records using our CRM systems (XPLAN/360)
8. Preparing client documentation and correspondence
9. Handling new business submissions and ongoing transactions (e.g., fund switches, income withdrawals)
10. Coordinating with providers to track and progress applications
11. Keeping clients informed throughout their journey
12. Managing Letters of Authority and following up as needed
Skills & Experience
13. Proven experience in a Financial Services administration role
14. Experience in an IFA / Financial Advisors firm or experience in mortgage administration
15. Strong organisational skills and attention to detail
16. Ability to manage multiple priorities in a fast-paced setting
17. Clear and confident communication skills
18. A collaborative team player with a high level of professionalism and integrity
Benefits
19. 23 days holiday (rising to 25 with service), plus bank holidays
20. Company pension scheme
21. Death in Service and Income Protection benefits
22. Discretionary bonus opportunities
23. Convenient nearby parking
Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.