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THE OPPORTUNITY A well-established and growing Independent Financial Advisory firm based in Horsham is looking for an experienced Financial Services Administrator to join their close-knit, friendly team. This is a permanent, full-time, office-based role in a firm that genuinely values its people where personality and capability matter as much as qualifications. The business is expanding rapidly, recently took on additional outsourced workload, and is planning further growth through practice acquisitions. If you're a dependable, detail-oriented administrator who knows financial services inside out, this is a fantastic opportunity to grow with a thriving firm. THE ROLE Working closely with a team of financial advisers and the paraplanning function, you will be responsible for end-to-end administration support across pensions, investments, and compliance. Your day-to-day will include: • Preparing and drafting suitability letters for pension top-ups, withdrawals, new pension arrangements, and investment recommendations, • Accurately processing new business applications across pensions and investment produc...

THE OPPORTUNITY A well-established and growing Independent Financial Advisory firm based in Horsham is looking for an experienced Financial Services Administrator to join their close-knit, friendly team. This is a permanent, full-time, office-based role in a firm that genuinely values its people where personality and capability matter as much as qualifications. The business is expanding rapidly, recently took on additional outsourced workload, and is planning further growth through practice acquisitions. If you're a dependable, detail-oriented administrator who knows financial services inside out, this is a fantastic opportunity to grow with a thriving firm. THE ROLE Working closely with a team of financial advisers and the paraplanning function, you will be responsible for end-to-end administration support across pensions, investments, and compliance. Your day-to-day will include: Preparing and drafting suitability letters for pension top-ups, withdrawals, new pension arrangements, and investment recommendations Accurately processing new business applications across pensions and investment products Liaising with providers, platforms, and clients to obtain required information and documentation Maintaining and updating client records in line with FCA compliance and regulatory standards Supporting advisers with pre- and post-meeting administration Ensuring all documentation meets internal compliance standards and FCA requirements Monitoring pipelines and following up on outstanding cases to ensure timely progression Occasionally supporting client-facing interactions such as trust registration, form signing, or short Zoom calls when advisers are away from the office WHAT WE'RE LOOKING FOR The ideal candidate will be an experienced financial services professional who is organised, accurate, and comfortable working autonomously in a fast-paced environment. The firm has a strong team culture personality fit is important. Essential: Financial services admin experience: proven background in a similar role within an IFA, wealth management, or financial planning environment Pensions and investment knowledge: strong working knowledge of pension products, investment wrappers, and associated administration processes Suitability letter experience: demonstrable experience drafting and processing suitability letters/reports for pension and investment business FCA compliance awareness: familiarity with FCA regulatory requirements and how they apply to day-to-day administration Written communication: excellent written English with a high attention to detail letters and client-facing documents must be accurate and professional IT proficiency: competent with Microsoft Office (Word, Excel, Outlook); experience with financial planning platforms or CRM systems an advantage Desirable: Experience with Xplan or similar financial planning/CRM platforms Knowledge of Quilter or other network-based advisory environments Exposure to trust registration, LPA, or complex estate administration Any relevant financial services qualifications (e.g. CF1, R01, or equivalent) WHAT'S ON OFFER Salary of £30,000 £35,000 per annum, dependent on experience 23 days annual leave, rising by one day per year to a maximum of 25 days, plus bank holidays Company pension scheme Vitality Private Medical Insurance (PMI) employer covers 50% of the premium Discretionary bonus scheme Early Friday finish option: leave at 3pm on Fridays by making up two hours earlier in the week Parking available nearby Friendly, close-knit office culture with genuine career development opportunities the director actively sponsors promising team members through professional qualifications TPBN1_UKTJ

Morgan McKinley is looking for an experienced Financial Services Administrator or Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Financial Services Administrator will be supporting the Financial Advisers on a daily basis with clients pensions and investment admin. The role can be office based or hybrid working. Salary: £30-32K Financial Services Admin duties: Support the financial services team with all pensions/investment admin and compliance processing Updating the in-house systems and compliance files Submit the online pension and investment info on the portals Issue documents to clients including post sales letters and plan schedules Any other admin duties requested and also produce ongoing service reports Liaise regularly with the pension / investment providers Skills and experience: Proven experience working in a similar Financial Services Administration - Pensions or Investment Admin, support role within financial services Excellent communication and IT skills Knowledge of financial services, specifically pension providers and products/portals

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Deliver excellent customer service while adhering to all compliance requirements.

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Lead discovery sessions to understand security, risk, and compliance requirements.

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