Financial Planning Administrator

Financial Services Administrator
Horsham | Up to £33,000 + Benefits | 35-hour week

We’re supporting a highly regarded Wealth Management firm in Horsham with the hire of a Financial Services Administrator to join their thriving admin team.

This is a fantastic opportunity for someone with experience in pensions and investments to join a professional yet friendly business that genuinely values its people. With strong development pathways, study support, and a collaborative culture, progression is supported within.

Working alongside two experienced Advisers, you'll provide a broad range of administrative and technical support to help ensure a smooth and efficient client experience.

Benefits:

• Salary up to £33,000
• 35-hour working week (9am-5pm)
• 23 days holiday + bank holidays (increasing with service)
• Study support for further qualifications
• Death in Service & Income Protection
• Discretionary annual bonus
• Pension contributions
• Supportive team environment with ongoing development opportunities

To be considered, you'll have:

• Previous experience in an admin role within pensions or investments
• Knowledge of FCA regulations and industry compliance
• Familiarity with Xplan is desirable but not essential
• Strong communication skills and a proactive, professional attitude

Apply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will be in touch to talk through the details before submitting your CV to the client.

Know someone who could be a good fit? Refer them to us and receive £200 if we help them secure a new role.

IFA Administrator, Protection Admin, Financial Planning Administrator, Client Support, Paraplanner Assistant, Adviser Support, IFA Support