Finance Work, Jobs in Crowborough, Esx (with Salaries)

Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Finance Officer
Hillview School For Girls —Tonbridge
- £28,100 a year
- Full-time
- QuickBooks
- In-person
- School
Quick apply
13d
Accounts Receivable / Credit Control (Debtors & Creditors) Clerk
Prismaflex UK Ltd —Newhaven
- £25,420 - £30,000 a year
- Part-time
- Hybrid work
- Analysis skills
- QuickBooks
- Data entry
- Free parking
Quick apply
1d
Finance Officer
Bexhill College —Bexhill
- Up to £28,634 a year
- Full-time
- Microsoft Excel
- Finance
- Databases
Quick apply
4d
Accounts Assistant - Part Time
Navis Agere Limited —West Malling
- £30,000 - £35,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee assistance programme
Quick apply
4d
Accounts and Group Systems Assistant
Caffyns Plc —Eastbourne
- Full-time
- Microsoft Excel
- Accounting
- In-person
- Employee discount
- Sick pay
Quick apply
6d
Trainee Credit Underwriter
Compass Business Finance Ltd —Tonbridge
- £27,000 - £30,000 a year
- Full-time
- Microsoft Excel
- No experience needed
- Microsoft Office
Quick apply
4d
Accounts Assistant
Volanteus Limited —Crawley
- £25,000 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- In-person
- Free parking
- Gym membership
Quick apply
13d
Senior Accounts Administrator
The English Language Centre —Hove
- £35,000 a year
- Full-time
- Microsoft Excel
- Sales
- Customer service
- Free parking
- Annual leave
Quick apply
13d
Financial Planning Administrator
Quantum Wealth Planning Ltd —Royal Tunbridge Wells
- £26,000 - £32,000 a year
- Full-time
- Microsoft Office
- IT
- Financial services
Quick apply
1d
Senior Risk Pricing Analyst
Somerset Bridge Group —East Grinstead
- £65,000 - £75,000 a year
- Full-time
- Hybrid work
- SQL
- Communication skills
- Python
- Annual leave
- Referral programme
Quick apply
Accounts Assistant
Park Holidays UK —Bexhill
- Full-time
- Sales
- IT
- Communication skills
- Employee assistance programme
- Employee discount
4d
Accounts Assistant
TCMM Shutter Group Ltd —Brighton and Hove
- £27,000 - £31,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- QuickBooks
- IT
- Free parking
- Employee discount
Quick apply
6d
Financial Analyst
AXA —Royal Tunbridge Wells
- £30,000 - £40,000 a year
- Microsoft Powerpoint
- Analysis skills
- Accounting
6d
Finance & Accounts Assistant (Part-Time)
TBIG Residential Ltd —Maidstone
- £12,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Continuous improvement
- Life insurance
Quick apply
Accounts Assistant
BSB Engineering Services Ltd —Aylesford
- From £27,000 a year
- Full-time
- Microsoft Excel
- No experience needed
- Microsoft Office
- Free parking
Quick apply
Pricing Analyst
AXA —Royal Tunbridge Wells
- Up to £33,000 a year
- Communication skills
13d
Financial Controller
Sightsavers —Haywards Heath
- £90,000 a year
- Full-time
- Remote
- Leadership
- Communication skills
- Annual leave
6d
Part-time Credit Controller
Agile Media Ltd —Burgess Hill
- £15 - £18 an hour
- Part-time
- Hybrid work
- English
- In-person
Quick apply
14d
Junior Business Analyst
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- No degree
- Communication skills
- Employee discount
Quick apply
4d

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Financial Administrator

Perspective Financial Group
Crowborough

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (South East) Ltd

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Crowborough Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (South East) Limited
Location: Crowborough
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Crowborough OfficeUnit 54Basepoint CrowboroughPine GroveCrowboroughTN6 1DH

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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