Administrator Financial Advisory Firm
7 days ago
**About us**
We are professional, customer-centric and fast-paced.
Our work environment includes:
- Modern office setting
Job Title: Senior Administrator
**Duties**
- Liaise with advisers to ensure appraisal on the progress cases and resolving any queries arising.
- Act as the first port of call for queries from clients, lenders and conveyancers.
- General office administration duties such as filing, photocopying and answering the telephone.
- Support with marketing activities as required.
- Updating and maintaining systems and files.
- Working with advisors to ensure all activities meeting compliance and regulatory requirements.
- Coordinate and schedule meetings, appointments, and travel arrangements
- Collaborate with other departments to ensure smooth workflow and effective communication
**Experience and qualifications**
- Proven administration experience within the financial services advice area.
- Excellent communication and customer services skills.
- Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word.
- Attention to detail and experience of working with prescribed systems and procedures.
- Self-motivated and professional individual.
- Ability to work under pressure without supervision.
- Problem-solving skills with a proactive approach to challenges
**Job Types**: Full-time, Permanent
Pay: £25,000.00-£35,000.00 per year
**Benefits**:
- Company pension
- Life insurance
Schedule:
- Monday to Friday
- No weekends
**Experience**:
- Financial Services Administration: 3 years (required)
Work Location: In person
-
Senior Director, Accounting Advisory
6 days ago
Horsham, United Kingdom Sharp Financial Full timeAt Sharp Financial, our Accounting Advisory practice sits at the center of our integrated model, connecting business strategy, financial performance, and long-term value creation. We go beyond reporting. We help business owners, entrepreneurs, and family offices translate their numbers into strategy, scale, and growth.We’re seeking a Senior Director of...
-
Financial Planning Administrator
3 weeks ago
Horsham, United Kingdom Financial Divisions Full timeFinancial Administrator (1 year of experience minimum required)Offices near Horsham (Sussex)Boutique IFA with 400 clients£35k basic salary plus discretionary bonusMy client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME...
-
Financial Services Administrator
20 hours ago
Horsham, United Kingdom Quilter Financial Planning Full time1 day ago Be among the first 25 applicantsQuilter Financial Planning provided pay rangeThis range is provided by Quilter Financial Planning. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeDirect message the job poster from Quilter Financial PlanningLooking to connect with financial...
-
Horsham, United Kingdom Financial Divisions Full timeA boutique wealth planning firm near Horsham is looking for an IFA Administrator to manage client services and provide essential support for financial advisers. Responsibilities include conducting thorough end-to-end administration, maintaining accurate client records, and ensuring high-quality service for clients. The ideal candidate should have experience...
-
IFA Administrator
6 days ago
Horsham, United Kingdom Financial Divisions Full timeIFA Administrator (client services)Offices near Horsham (Sussex)£35k basic salary plus discretionary bonusBoutique wealth planning businessOverviewMy client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across...
-
IFA Administrator
3 weeks ago
Horsham, United Kingdom Financial Divisions Full timeIFA Administrator (client services)Offices near Horsham (Sussex)£35k basic salary plus discretionary bonusBoutique wealth planning business My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex....
-
Financial Planning Administrator
5 days ago
Horsham, United Kingdom Interpersonnel UK Ltd Full time**Based in Horsham - Hybrid / Flexible home working** **Monday - Friday 8.45am-5.15pm** **Salary - Competitive + Excellent Benefits** Our Client is looking for an Administrator, with at least 2-3 years experience of working in a Financial Adviser firm, to join a successful and award-winning firm of Chartered Financial Planners and support the Financial...
-
FINANCIAL ADMINISTRATOR
5 days ago
Horsham, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Financial Administrator - HorshamPay: £30k - £35kReference: Horsham2We are looking for an experienced Financial Administrator to join our clients wealth management firm based in Horsham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and...
-
Financial Planning Administrator
3 days ago
Horsham, West Sussex, United Kingdom Eden Rose Full time**IFA Administrator – Horsham£27,000 – £35,000Start Date – January or February 2026**A well-established Financial Planning firm in Horsham is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a...
-
Pensions Administrator
1 week ago
Horsham, United Kingdom Clearwater People Solutions Ltd Full timeOur client, a people centric financial advisory organisation that specializes in investing and pensions, is looking for a Pensions Administrator to join and offer support to their Pensions Advisory team. Our client invests in its employees by offering alltools and support needed to progress through the business, they also offer on-site gym and canteen...