Financial Services Administrator

We’re seeking a skilled and motivated Financial Services Administrator, with specific experience working in an IFA or with Mortgage Administration to become a valued member of our clients collaborative team in Horsham. As a Financial services Administrator you are a key support to the Financial Advisers, you’ll play a vital role in ensuring clients receive a smooth and efficient service across pensions, investments, and other financial products.

Your attention to detail and ability to manage multiple tasks will help maintain the firm’s reputation for excellence.

Financial Services Administrator Responsibilities

* Delivering end-to-end administrative support to our advisers

* Maintaining accurate client records using our CRM systems (XPLAN/360)

* Preparing client documentation and correspondence

* Handling new business submissions and ongoing transactions (e.g., fund switches, income withdrawals)

* Coordinating with providers to track and progress applications

* Keeping clients informed throughout their journey

* Managing Letters of Authority and following up as needed

Skills & Experience

* Proven experience in a Financial Services administration role

* Experience in an IFA / Financial Advisors firm or experience in mortgage administration

* Strong organisational skills and attention to detail

* Ability to manage multiple priorities in a fast-paced setting

* Clear and confident communication skills

* A collaborative team player with a high level of professionalism and integrity

Benefits

* 23 days holiday (rising to 25 with service), plus bank holidays

* Company pension scheme

* Death in Service and Income Protection benefits

* Discretionary bonus opportunities

* Convenient nearby parking

Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy