An exciting opportunity has arisen for an ambitious individual to join an award winning Financial Services company based in Horsham. The role is to provide Administrative Support to a small team of Chartered Financial Planners, communicating regularly with their clients over the phone and in person. You will be processing applications, preparing correspondence and contracts, and ensuring the CRM systems are kept updated. All of this must be completed in line with FCA regulations so excellent attention to details and strong organisational skill are essential. Overall Purpose of the Role As a key member of our client facing teams, your primary responsibility is to provide administrative support to our financial planning advisers in all aspects of their advice process. This will frequently also mean that you will be the clients’ point of contact for administrative matters. Your role will be providing administration support for Chartered Financial Planners in all aspects of their advice process including the following: Carry out day to day administrative functions, complete and submit applications, keeping data up to date on Enable (internal CRM system) Ensure contact with clients / providers is maintained throughout any processing Completing electronic AML checks Dealing with post, scanning, photocopying, filing and emails Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence New business submission and asset transfers – manage the case documentation process incl. upload and submission of required compliance documents to an internal client management system. Prepare meeting packs and reports for client meetings and annual client reviews. Supporting the Financial Planner in the delivery of client meetings both electronically and/or in a face to face setting. Preparing and issuing documents to be signed electronically via Adobe sign Deal with telephone and email enquires from client and provider The knowledge, skills, experience, and qualifications you need Motivated and comfortable working in teams. Able to act on your own initiative and develop relationships with both advisers, clients and professional connections. Ability to prioritise multiple tasks in a deadline driven environment, the ability to make decisions and to work calmly under pressure are all key attributes Minimum of 12 months Administration experience within Financial Services, ideally within a wealth management and/or financial planning business. R01, FA1, FA2 Qualified, or looking to qualify, is an advantage Experience with Client Management Systems. You will be required to complete the range of educational and training tutorials on our internal client management and client asset custody and administration and dealing systems, as well as be fully conversant with our online client portal, Wealth Platform. Aspirational, you will be an individual who embraces change and understands and shares our corporate culture. Excellent telephone manner, communication skills and high standards of literacy are essential. Whats in it for you: Basic salary of £23 - 28k according to experience. Full benefits including Pension, Private Medical, Death in Service and more. Support and Training as part of your on-going personal development Sponsorship and support to gain RO1, FA1 and FA2 Qualifications (if desired) The option to participate in the companies Academy Program and become a paraplanner or Financial Adviser Flexible work between their 'state of the art' offices and Home working. Company transport from Horsham station to their offices. If you meet with the criteria and would like to know more then please Apply Now