Financial Services Administrator in Glynde

Job description

IFA Administrator/ Fully Funded Exam Support

Glynde, East Sussex

Full-time, 37.5 hours/week (Monday to Friday, 9am–5pm)

Office-based

Circa £35,000 DOE

25 days holiday + bank holidays + birthday off

Bupa cashback scheme

Discretionary bonus

About Us

Barwell's Wealth is a long-established, client-focused financial planning firm with circa £100m AUM. We deliver proper financial planning, not sales, not volume, built around long-term relationships and detailed client understanding. With two advisers soon to be three, we’re looking for a dependable, career-minded administrator who wants to be part of a close-knit, growing team.

Client Administration & Servicing

• First point of contact for clients, phone, email, and in person
• Prepare the meeting room, refreshments, and paperwork
• Coordinate birthday cards, thank you notes, client gifts
• Manage incoming/outgoing post and occasional Post Office trips
• Keep the CRM, Enable, accurate and up to date

Annual Review Support

• Carry out AML and ID checks
• Pull valuation statements and prep review packs
• Book and follow up on client meetings
• Handle post-meeting admin

Business Processing

• Issue Letters of Authority, chase providers, track new business
• Submit new business applications and keep clients informed
• Maintain marketing lists e.g. Newsletters

Light Operational Tasks

• Help with things like the stationery order, fire alarm tests, and general office upkeep
• Be a reliable team presence when others are out of the office

Must-Haves:

• A few years’ admin experience in an IFA, financial planning environment
• Confident handling pensions and investments admin processes
• Excellent attention to detail and organisation
• Strong communication and a professional manner
• Proactive and dependable, you take pride in doing things properly

Nice-to-Haves:

• Experience with Enable or similar CRM e.g. IO
• Familiar with Voyant helpful but not essential
• Some exams completed or working towards them
• Knowledge of FCA-regulated processes

Extra information

Status

Open

Education Level

Secondary School

Location

Glynde

Type of Contract

Part-time jobs

Published at

01-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English