Financial Services Administrator – Worthing

About the role

We are seeking a highly organised Financial Services Administrator to join a boutique financial advisory practice in Worthing. The role supports advisers, ensures smooth operations and delivers a premium client experience.

Key responsibilities

• Send, chase and process letters of authority and plan information with providers.
• Process new business, switches (on and off platform) and client withdrawals.
• Liaise with product providers on behalf of clients, including certification of documents where required.
• Collate and verify evidence of identity in line with compliance requirements.
• Oversee the production and checking of bespoke quarterly client valuations.
• Manage the annual review process, ensuring reviews are scheduled, completed on time and appropriately recorded.
• Support the processing of client risk analyses.
• Coordinate tax reporting information for clients and their accountants, including Capital Gains Tax reporting.

Required profile

• Background in financial services administration.
• Highly organised and proactive.
• Strong attention to detail and commitment to client service.
• Ability to work within FCA‑regulated compliance frameworks.

Required skills

What we offer

• Basic salary up to £35,000 per year (depending on experience and qualifications).
• 28 days holiday (including bank holidays).
• Company pension scheme.
• Discretionary annual bonus.
• Flexible working – minimum 4 days per week on‑site with compressed hours considered and future hybrid/home‑working option.
• Welcoming office environment shared with a friendly accountancy firm.
• Opportunity to work directly alongside a Chartered Financial Planner.
• Support for returners, career changers and those seeking better work‑life balance.
• Scope to develop skills and progress within the role.