Senior Financial Services Admin — Growth & Training

Anthony Alexandra; Horsham; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Training opportunities

Study support for professional courses

Supportive and collaborative team

Job summary

Anthony Alexandra is seeking an experienced Senior Financial Services Administrator in Horsham to provide high-quality administrative support to Financial Planners and clients. The role focuses on professionalism, accuracy and building lasting client relationships in a respected financial planning environment.

You will contribute to onboarding, post-review communications and ongoing financial administration, while handling withdrawals, deposits, trades and new business applications.

Qualifications

• Previous experience in financial planning, wealth management or financial services administration.
• Working towards, or holding, CII qualifications such as R01–R06.
• Excellent organizational skills and attention to detail.

Responsibilities

• Provide senior administrative support to Financial Planners and the wider client services team.
• Prepare accurate and professional post-review correspondence.
• Support client onboarding and ongoing financial administration.
• Process withdrawals, deposits, investment trades and new business applications.
• Liaise with providers and respond to client queries.
• Maintain accurate client records and manage workflows using Xplan.
• Assist with inbox management and day-to-day administrative tasks.
• Support the administration of deceased client cases with sensitivity and care.
• Manage incoming calls, post and client meeting arrangements.
• Ensure all activities meet regulatory and compliance requirements.

Skills

Excellent organizational skills

Attention to detail

Strong communication skills

Build positive client relationships

Professional, empathetic approach

Microsoft Office proficiency

Education

CII qualifications (R01–R06)

Tools

Xplan

Job description

Anthony Alexandra is seeking an experienced Senior Financial Services Administrator in Horsham to provide high-quality administrative support to Financial Planners and clients. The role focuses on professionalism, accuracy and building lasting client relationships in a respected financial planning environment.

You will contribute to onboarding, post-review communications and ongoing financial administration, while handling withdrawals, deposits, trades and new business applications.