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Financial Administrators

Horsham

08/09/2025

Type of Position: Financial Administrator - Horsham
Pay: £30,000 - £35,000
Reference: #3424602

Financial Administrator - Horsham

Our client is looking for an experienced Financial Services Administrator to join their supportive and friendly team in Horsham. This is a fantastic opportunity for someone who thrives in a professional yet relaxed environment and is looking to develop within a close-knit and experienced firm.

About the Role

You'll play a key role in supporting our Financial Advisers by delivering high-quality administrative support across pensions and investments. Your attention to detail and client-first attitude will help ensure a smooth and efficient client journey from start to finish.

Key Responsibilities

  • Provide comprehensive administrative support for Financial Advisers.
  • Manage and maintain client records within our CRM system.
  • Prepare annual review packs – reports via Dynamic Planner
  • Draft post review letters
  • Process new business applications and ongoing client transactions, including fund switches, income and withdrawals.
  • Keep clients updated throughout the process.

Skills & Experience Required

  • Previous experience within the Financial Services industry is essential.
  • Strong organisational skills with a methodical and accurate approach.
  • Ability to work under pressure and manage multiple tasks efficiently.
  • Excellent communication skills across all levels.
  • A genuine team player with a high level of integrity.

What We Offer

  • Salary of £30,000 – £35,000 (dependent on experience).
  • 23 days holiday (increasing annually to 25 days), plus bank holidays.
  • Death in Service (DIS) & Income Protection.
  • Company Pension.
  • Discretionary bonus scheme.
  • Parking available nearby.

Apply for this job

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