Financial Services Administrator (Wealth / IFA Background)

Are you an experienced Financial Services Administrator from a wealth management / IFA environment looking for a friendly, professional firm where you’ll be truly valued?

We’re working with a well-established and supportive financial planning practice in Horsham who are looking to welcome a confident and organised Administrator to support their Advisers and wider wealth processing team.

This role is ideal for someone who enjoys variety, working with clients, and being a key part of a close-knit office — not a call-centre or high-volume pensions admin role.

✅ What You’ll Be Doing

You’ll be supporting Financial Advisers with the full admin process around client reviews and ongoing servicing, including:

Preparing accurate annual review packs

Booking and managing client appointments and adviser diaries

Maintaining client records on XPLAN and 360

Producing post-review letters and client correspondence

Ensuring all documentation meets compliance and regulatory standards

Supporting the wealth processing team with new business and chasing providers when needed

General administrative support to keep everything running smoothly

🎯 What They’re Looking For

Previous experience in Financial Services is essential (IFA / Wealth Management preferred)

Strong administration and organisational skills with excellent attention to detail

Confident communicator with a professional, client-focused approach

Comfortable juggling multiple tasks in a busy office environment

A team player who takes pride in delivering great service

(Please note: this role is not suitable for candidates from pensions-only or non-financial admin backgrounds.)

🎁 What’s On Offer

£30,000 – £35,000 salary (depending on experience)

23 days holiday + bank holidays (rising to 25 days)

Company pension

Death in Service & Income Protection

Discretionary bonus scheme

Friendly, supportive team and long-term career stability

Parking available nearby