Senior IFA Administrator

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

About the Role

Are you an experienced Financial Services Administrator looking to take the next step in your career with a respected reputable Financial Planning firm?

Our client is seeking a Senior Financial Services Administrator to provide high-quality administrative support to Financial Planners and their clients. This is an excellent opportunity to join a professional, client-focused team committed to delivering outstanding service and building lasting client relationships.

Key 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.

About You

• Previous experience in financial planning, wealth management or financial services administration.
• Working towards, or holding, relevant CII qualifications, such as R01–R06.
• Excellent organisational skills and attention to detail.
• Strong communication skills and the ability to build positive client relationships.
• A professional, empathetic approach to handling client matters.
• The ability to work independently, take initiative and manage competing priorities.
• Good IT skills, including Microsoft Office.

What’s on Offer?

The opportunity to join a well-regarded Financial Planning firm.

• A supportive and collaborative working environment.
• Ongoing training, professional development and study support.
• A rewarding role where you can make a meaningful difference to clients and their financial wellbeing.

If you’re an experienced administrator looking to develop your career within a quality-driven, client-focused financial planning business, we’d be delighted to hear from you