About this role
Financial Services Administrator | Worthing, BN12 4NX | Salary up to £40K | Pension | Annual Bonus | Possibility of condensed hours
About Our Client:
Our client is an independent financial advisory firm based in Goring, Worthing. They specialise in working with clients who are in retirement, approaching retirement or planning for the future. They are committed to delivering high-quality, personalised advice, helping clients make the most of all the resources available to them.
Authorised and regulated by the Financial Conduct Authority (FRN 197107). This small, close-knit team prides itself on professionalism, attention to detail and a genuine commitment to client service.
Package Details:
The successful candidate will receive a basic salary of up to £40,000 depending on experience & qualifications.
Other benefits include:
28 days holiday (including bank holidays)Company pension schemeDiscretionary annual bonusFlexible working - minimum 4 days per week, with compressed hours consideredA welcoming office environment shared with a friendly accountancy firm of around 15–16 colleaguesThe opportunity to work directly alongside a Chartered Financial Planner and contribute meaningfully to client outcomesA genuinely flexible employer - actively welcome returners, career changers and those seeking a better work-life balanceScope to develop your skills and grow into the roleFuture option to work partly from home, subject to business needsFree parking
Purpose of the role:
They are looking for a highly organised and proactive Administration Executive to join the team.
This is an excellent opportunity for someone with a background in financial services administration who is eager to contribute to a growing, client-focused advisory practice. You will play a central role in keeping their operations running smoothly, supporting the advisers and ensuring an outstanding experience for the clients.
Duties and Responsibilities:
Send, chase and process letters of authority and plan information with providersProcess new business, switches (on and off platform) and client withdrawalsLiaise with product providers on behalf of clients, including certification of documents where requiredCollate and verify evidence of identity in line with compliance requirementsOversee the production and checking of bespoke quarterly client valuationsManage the annual review process, ensuring reviews are scheduled, completed on time and appropriately recordedSupport the processing of client risk analysesCoordinate tax reporting information for clients and their accountants, including Capital Gains Tax reportingManage threads and tasks within XPlanHandle invoicing and credit control and monitor fee collectionManage incoming and outgoing post, scanning and electronic filingBook meetings and organise meeting roomsGreet and welcome clients and visitors to the office
The Ideal Employee:
Self-motivated and willing to take initiativeCommitted to professional self-development, with an openness to embracing new technologies such as AI toolsA collaborative team player who is comfortable working within a small, close-knit teamPositive, professional and client-focused in approach
Experience required:
Essential
Minimum two years’ administration experience within a financial planning or IFA firmAbility to liaise effectively with a variety of product providers and accommodate their individual processesHighly organised, with a systematic approach to managing workload and supporting colleaguesStrong attention to detail and a commitment to accuracyProficient in Microsoft Office (Word, Excel, Outlook)
Desirable
Working knowledge of financial products including investment bonds, SIPPs, VCTs and investment platformsUnderstanding of how commission and fee structures operate within the advisory industryExperience using XPlan practice management softwareFamiliarity with FCA regulatory requirements relevant to financial services administration