Financial advisory occupations Work, Jobs in East Grinstead, Wsx (with Salaries)

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
Financial Services Administrator - Haywards Heath - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
- Office experience
- Employee discount
Quick apply
9d
Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Pensions Administrator (Bulk Purchase Annuities)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
Pensions Specialist
WTW —Redhill
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
IFA Administrator – Financial Services
RGH‑Global Limited —Brighton
- £27,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
Pension Administrator
First Actuarial —Tonbridge
- Hybrid work
- Communication skills
- Employee stock purchase plan
- Life insurance
Senior Pension Administrator (Fixed term Contract for 12 months)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Leadership
- Employee assistance programme
- Employee discount
Graduate Scheme – Wealth Management Administrator
RGH‑Global Limited —Brighton
- £28,000 - £34,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Communication skills
1h
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Admin Assistant, Wealth Management
SeventySeven Wealth Management —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
21h
Senior Pensions Administrator
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Ongoing Advice Specialist
Eight Financial Advice —Speldhurst
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
Adviser Support Executive, Financial Services
Burfields House Wealth Management —Goudhurst
- Full-time
- Travel
- IT
- Financial services
- Annual leave
21h
Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Paraplanner
RGH‑Global Limited —Brighton
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Office
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills

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Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Spring Wealth Management
Epsom

Quick apply

Job details

Permanent | Full-time
£25,500 - £28,000 a year

Benefits

Employee mentoring programme
Financial planning services
Company pension
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

A busy and growing financial adviser practice are looking for someone to join their team as an PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).

You will be primarily responsible for:

Contacting (phone, email and letter) new and existing clients to schedule meetings
Document the follow up to those meetings
Action requests / follow ups from client meetings
Deal with both internal and external administration functions
Sending off letters of authority to 3rd party providers then chasing up the resulting info
Utilising and documenting on our CRM System (Salesforce)
Writing up basic reports
Dealing with Ad-Hoc client requests
Prepare Meeting and Review Packs
Carry out and Document AML checks
Working as part of a team to ensure a smooth and seamless administration function for clients.

The Person:

Must be confident, articulate and able to communicate
Ideally has experience as an office or business administrator
Has excellent attention to detail and able to manage time effectively
Is comfortable managing multiple reponsibilities and prioritising requirements
Someone who is enthusiastic and can overcome challenges
Has a positive attitude, can manage themselves, competent and professional
Is proactive and can contribute towards future development of the Practice
Keen on learning and developing themselves

Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.

Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonsues linked to team performance.

We will need someone to be working in office 5 days a week so flexible working is not an option.

Job Types: Full-time, Permanent

Pay: £25,500.00-£28,000.00 per year

Benefits:

Company pension
Employee discount
Employee mentoring programme
Financial planning services
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in east grinstead, wsx

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Financial Services Administrator - Haywards Heath - Hybrid

Financial Administrator

Pensions Administrator (Bulk Purchase Annuities)

Pensions Specialist

IFA Administrator – Financial Services

Pension Administrator

Senior Pension Administrator (Fixed term Contract for 12 months)

Graduate Scheme – Wealth Management Administrator

Financial Administrator (East Molesey)

Admin Assistant, Wealth Management

Senior Pensions Administrator

Financial Adviser Administrator

Ongoing Advice Specialist

Adviser Support Executive, Financial Services

Administrator, Financial Services

Admin Assistant

Chartered Financial Planner

Paraplanner

Technical Administrator

I want to receive the latest job alerts for financial advisory occupations in east grinstead, wsx

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