Financial Services Administrator

Business Administrator

Location: Horsham, (RH12)

Salary: Up to £30,000 (FTE) Depending on experience

Hours: Part Time - Hybrid working pattern available

Business / IFA Administrator

We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / Business Administrator to join our Adviser Hub.
This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after.

If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you.

The Role - Business / IFA Administrator

As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity.
From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process keeping cases moving, documentation complete, and everyone in the loop.

Key Responsibilities

• EBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team
• Case Management - Sense-checking data and fact find standards, maintaining case checklists, liaising with central SJP admin, and ensuring all documentation requirements are met end to end
• LOAs & Tracking - Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt
• Paraplanner Liaison - Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work
• New Money Tracking - Tracking new money received from providers and clients, and ensuring records are kept up to date throughout.
• Client Communications - Preparing meeting packs, sending review letters, and acting as first point of contact for new business queries
• Salesforce CFR Records - Creating and maintaining client CFR records in Salesforce, ensuring all details are accurate and up to date for the Adviser team
• Inbox Management - Managing the shared Adviser Hub inbox, triaging incoming requests from advisers and responses from the outsourcing team, and ensuring everything is picked up and actioned in a timely manner

About You - Business / IFA Administrator

• Previous experience as an Administrator within an IFA, Financal Services or Wealth Management regulated environment
• A natural organiser who stays calm under pressure and thrives when juggling competing priorities
• Experienced in EBS submission and new business processing
• Confident communicating with advisers and clients, with the ability to find solutions quickly
• Comfortable working alongside outsourced admin teams and wider departments

What We Offer

• Part-time role, over either 4 or 5 days a week, based on your circumstances and preferences
• Competitive pro rata salary based on experience, and a comprehensive benefits package
• A supportive, collaborative, and dynamic working environment
• Opportunities for professional development and career progression
• A friendly and inclusive team culture where your contributions are valued
• Standard working hours of 9:00am - 5:00pm, supported by a flexible clock-in / clock-out system
• Hybrid working pattern

Our Culture

We are a people first business that genuinely cares about doing things properly. We work hard, support each other, and believe that great results come from strong relationships, trust, and shared standards.
You will be joining a collaborative, down to earth team where everyone pulls together and takes pride in their work. We value professionalism without pretence, initiative without ego, and clear communication over corporate noise.
We encourage ownership and accountability, but never at the expense of kindness or support. Ideas are welcomed, questions are encouraged, and development is taken seriously. If something can be improved, we talk about it and fix it together.
We are ambitious and growing, but we do not lose sight of the human side of work. Flexibility, respect, and balance matter here. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term.
If you are looking for a role where you are supported and genuinely valued, you will feel at home with us.

St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £216.94bn. This business is well established and highly successful.

Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

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