Client-Focused Financial Services Administrator | Flexible Hours

Antony George Recruitment; Worthing; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

20 days holiday + bank holidays

Company pension scheme

Discretionary annual bonus

Flexible working - minimum 4 days per周

Future option to work partly from home

Job summary

Sussex Retirement Planning, a dedicated financial advisory firm in Worthing, seeks an Administration Executive to support advisers and client service. You will manage admin tasks, document processing, and client communications, ensuring smooth operations in a small, client-focused team.

The role offers a supportive, flexible environment with opportunities to grow, a pension scheme, and potential home-working options as business needs permit.

Qualifications

• Minimum two years’ administration experience in financial planning or IFA firm.
• Able to liaise effectively with product providers and follow their processes.
• Highly organised with a systematic approach and strong accuracy.

Responsibilities

• Send, chase and process letters of authority and plan information with providers.
• Process new business, switches, and client withdrawals; liaise with providers.
• Collate and verify evidence of identity in line with compliance.
• Oversee production and checking of quarterly client valuations.
• Manage annual reviews and ensure timely, recorded completion.
• Support processing of client risk analyses and tax reporting data.
• Coordinate information for Capital Gains Tax reporting and liaise with accountants.
• Manage tasks within XPlan and handle invoicing and credit control.
• Organise post, scanning and electronic filing; book meetings and rooms.
• Greet clients and visitors; maintain a welcoming office environment.

Skills

Self-motivation

Attention to detail

Client-focused

Team player

Education

No specific degree required

Tools

Microsoft Office

XPlan

Job description

Sussex Retirement Planning, a dedicated financial advisory firm in Worthing, seeks an Administration Executive to support advisers and client service. You will manage admin tasks, document processing, and client communications, ensuring smooth operations in a small, client-focused team.

The role offers a supportive, flexible environment with opportunities to grow, a pension scheme, and potential home-working options as business needs permit.