IFA / Wealth Planning Administrator | Horsham | Up to £40,000 + Bonus

Looking for an IFA Administration role where you can build strong client relationships and feel part of a supportive team?

Would you value having a dedicated Practice Manager and Team Leader around you, with guidance and support to help you develop?

And would you like the opportunity to progress into Paraplanning over time, with full support towards your Diploma?

If so, this could be a great opportunity to explore.

The Company

Our client is a well-established financial planning firm in Horsham, with a team of around 20 delivering professional, relationship-led advice through its Wealth department and mortgage business.

The culture is friendly, social and collaborative, with a genuine focus on supporting people's development.

We've placed a number of people into this business over the years who have stayed and continued to build their careers there. It's always encouraging to see people settle into a firm and thrive, and this is a great opportunity to join a team where people have already had that experience.

You'll also have the support of a dedicated Practice Manager and Team Leader, giving you people to turn to for guidance, support and development.

The Role

This is a varied IFA / Wealth Planning Administration role, focused on supporting Advisers and their clients throughout the annual review process.

You'll take ownership of the administration and post-review work, helping ensure clients receive a professional and consistent service.

Responsibilities will include:

• Managing administration and post-review processes for pension and investment clients.
• Preparing accurate, compliant annual review packs.
• Drafting post-review letters and client correspondence.
• Maintaining client records using XPLAN and 360.
• Booking client appointments and managing Adviser diaries.
• Taking ownership of your workload while working closely with the wider team.

This would suit an experienced Wealth Planning or IFA Administrator who enjoys client interaction, likes working in a busy environment and wants to continue developing their technical knowledge.

There is also full exam support towards the Diploma in Financial Planning, with the opportunity to progress into Paraplanning over time and potentially move towards advice in the future, if that's your ambition.

What They're Looking For

• Previous financial services administration experience, ideally within wealth management or an IFA practice.
• Good organisational skills and strong attention to detail.
• Confidence managing administration and communicating with clients.
• A proactive approach, with the ability to take ownership of your work.
• An interest in further professional development and progressing your career.

What's on Offer?

• Salary up to £40,000, depending on experience, plus discretionary bonus.
• 23 days' annual leave, increasing to 25 days, plus bank holidays.
• Death in Service cover and Income Protection.
• Company pension.
• Full exam support towards the Diploma in Financial Planning.
• Genuine opportunities to progress into Paraplanning and potentially Financial Advice.
• A modern Horsham office with nearby free parking.
• A supportive team environment, with a dedicated Practice Manager and Team Leader.

Working hours: Monday to Friday, 9am–5pm. This is a full-time, office-based position.

Interested?

If you're an experienced IFA or Wealth Planning Administrator looking for a role where you can build on your experience, feel supported by your team and work towards your next career step, we would love to hear from you.