Financial Services Administrator – Flexible Hours & Growth

Antony George Recruitment; Worthing; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

20 days holiday + bank holidays

Company pension scheme

Discretionary annual bonus

Flexible working - minimum 4 days per

Future option to work partly from home

Job summary

Sussex Retirement Planning is seeking a highly organised Administration Executive to join their Worthing team. You will support advisers, manage client files and ensure smooth operations for a client-focused advisory practice.

The role involves processing letters, new business, and compliance tasks, with opportunities to develop skills and progress. Flexible hours and a welcoming office environment are offered.

Qualifications

• Minimum two years’ administration experience within a financial planning or IFA firm.
• Ability to liaise effectively with a variety of product providers and accommodate their individual processes.
• Highly organised, with a systematic approach to managing workload and supporting colleagues.
• Strong attention to detail and a commitment to accuracy.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Familiarity with FCA regulatory requirements relevant to financial services administration.
• Understanding of how commission and fee structures operate within the advisory industry.
• Experience using XPlan practice management software.

Responsibilities

• Send, chase and process letters of authority and plan information with providers.
• Process new business, switches (on and off platform) and client withdrawals.
• Liaise with product providers on behalf of clients, including certification of documents where required.
• Collate and verify evidence of identity in line with compliance requirements.
• Oversee the production and checking of bespoke quarterly client valuations.
• Manage the annual review process, ensuring reviews are scheduled, completed on time and appropriately recorded.
• Support the processing of client risk analyses.
• Coordinate tax reporting information for clients and their accountants, including Capital Gains Tax reporting.
• Manage threads and tasks within XPlan.
• Handle invoicing and credit control and monitor fee collection.
• Manage incoming and outgoing post, scanning and electronic filing.
• Book meetings and organise meeting rooms.
• Greet and welcome clients and visitors to the office.

Skills

Self-motivated

Team player

Client-focused

AI tools familiarity

Positive attitude

Attention to detail

Effective communicator

Adaptable to change

Tools

Microsoft Office

XPlan

Job description

Sussex Retirement Planning is seeking a highly organised Administration Executive to join their Worthing team. You will support advisers, manage client files and ensure smooth operations for a client-focused advisory practice.

The role involves processing letters, new business, and compliance tasks, with opportunities to develop skills and progress. Flexible hours and a welcoming office environment are offered.