Financial Services Administrator

JR United Kingdom; Crawley; On-site; GBP 28,000 - 30,000; Full time

Job summary

A reputable financial planning firm is looking for a Financial Services Administrator in Crawley. The role involves preparing client documentation, maintaining records, and delivering excellent client service. Candidates should possess strong analytical skills and experience in IFA administration, particularly with XPLAN software.

Benefits

5 weeks paid annual leave

Company pension contribution

Direct mentorship from the Managing Director

Collaborative team environment

Modern office space

Qualifications

• 3 years' experience in IFA administration.
• Experience in preparing detailed report packs.
• Strong verbal and written communication skills.

Responsibilities

• Prepare client review packs and maintain accurate client records.
• Serve as the first point of contact for client inquiries.
• Assist with annual review processes and general administrative tasks.

Skills

Analytical skills

Communication skills

Client service

Tools

XPLAN

Job description

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Financial Services Administrator, crawley, west sussex

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Client:

Honeycomb Jobs

Location:

crawley, west sussex, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Honeycomb is delighted to be partnering with a highly respected financial services firm to recruit for a Financial Services Administrator. This is an excellent opportunity for a professional who enjoys delivering exceptional client service and thrives in a structured, detail-oriented environment.

The Client

Our client is a well-established and highly reputable financial planning firm based in Belfast city centre. With a strong track record of delivering tailored financial advice, they pride themselves on building long-term relationships with clients through a personal and proactive service. This is an excellent opportunity to join a close-knit team where quality, integrity, and client care are at the heart of everything they do.

The Role
Working directly with the Managing Director, the Financial Services Administrator will play a vital role in supporting the delivery of high-quality financial planning services. Key responsibilities include:

• Preparing comprehensive client review packs in advance of meetings, ensuring all documentation is accurate and complete.
• Maintaining and updating client records across back-office systems, platforms, and planning tools.
• Acting as a professional and friendly point of contact for client enquiries, delivering excellent service.
• Supporting the annual review process by coordinating meeting schedules, documentation, and follow-up actions.
• Ensuring all client files are fully compliant, including up to date risk profiles, data gathering, and supporting documents.
• Assisting with general administrative tasks such as managing correspondence, handling calls.

Desirable Criteria
The ideal candidate may bring some or all of the following experience and attributes:

• 3 years' experience working in an IFA administration role
• Proven ability to prepare detailed report packs to support financial advisers in client annual reviews
• Experience using financial planning software, particularly XPLAN
• Strong analytical skills with the ability to interpret financial data and support informed decision making
• Excellent verbal and written communication skills, with a natural ability to build rapport with clients
• A proactive, solution focused mindset and a strong commitment to delivering exceptional client service

The Package
In return for your skills and dedication, the successful candidate will receive:

• A competitive salary of £28,000 - £30,000, depending on experience
• 5 weeks paid annual leave, plus all bank holidays
• Company pension contribution
• Direct mentor ship and support from the Managing Director
• A collaborative, professional team environment
• Modern office space in a prime city centre location

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs Ireland.
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.

Honeycomb is committed to providing equality of opportunity to all.