FINANCIAL SERVICES ADMINISTRATOR£30,000 – £35,000 DOE | HORSHAM | INDEPENDENT FINANCIAL PLANNING FIRM
This is a great opportunity for an experienced Financial Services Administrator to join a well-established and highly regarded financial planning firm in Horsham. If you’re looking for a role where you can genuinely get stuck in, work within a supportive team, and be valued for the quality of your work - this could be a very good next step.
The role:
*Prepare and draft suitability letters across a range of scenarios including pension top-ups, withdrawals, new pension arrangements, and investment recommendations
*Process new business applications across pension and investment products accurately and efficiently
*Liaise with providers, platforms, and clients to gather the information and documentation needed to keep cases moving
*Maintain and update client records in line with FCA compliance and regulatory standards
*Support advisers with pre- and post-meeting administration
*Monitor pipelines and proactively follow up on outstanding cases
What we’re looking for:
*Proven experience in a financial services administration role, with strong knowledge of pensions and investment products
*Demonstrable experience drafting suitability reports and letters - this is a key part of the role
*A solid understanding of FCA regulations and compliance requirements
*Excellent written communication skills and a high level of attention to detail
*Someone who is organised, proactive, and able to manage a varied workload effectively
*A genuine team player who is also confident working independently and using their own initiative
This is a role for someone who takes real pride in the quality of their work and wants to be part of a close-knit, experienced team where their contribution genuinely matters.
This role is to be 100% office based.
If this sounds like you, please apply below or get in touch to find out more.