Finance & office Work, Jobs in Haywards Heath, Wsx (with Salaries)

Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Accounts Assistant
SeaLanes —Brighton
- £30,000 - £32,000 a year
- Full-time
- POS
- Health & wellbeing programme
- Employee discount
Liability Data Analyst
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Analytics
- Employee discount
Quick apply
1d
Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Financial Services Administrator
GF HR Consulting —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
10d
SCUK Commissions Data Analyst, 12 Month Fixed Term Contract
SCU Santander Consumer (UK) plc —Redhill
- £38,000 - £41,000 a year
- Full-time
- Communication skills
- Time management
- Analytics
- Employee assistance programme
8d
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
Accounts Payable Assistant
Canon Medical Systems Ltd —Crawley
- £30,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Administrative experience
- Work from home
- Employee assistance programme
Quick apply
9d
Accounts Assistant
Crowne Plaza London Gatwick Airport —Crawley
- Part-time
- Bar
- Hotel
- Restaurant
- Employee assistance programme
- Employee discount
Quick apply
Pensions Analyst (Accounts & Member Data)
UK Power Networks —Crawley
- £37,000 - £42,000 a year
- Hybrid work
- Data analysis skills
- Analysis skills
- Organisational skills
- Annual leave
- Employee assistance programme
13d
Accounts Payable Officer
West Kent Housing Association —Sevenoaks
- £32,797 a year
- Hybrid work
- Customer service
- Continuous improvement
Accounts Payable Clerk
AerFin —Crawley
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Employee assistance programme
Quick apply
21h
Financial Services Administrator
S&S Financial Solutions Limited —East Grinstead
- £27,000 - £32,500 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Annual leave
- Life insurance
Quick apply
5d
Accounts Receivable Clerk
Marco Limited —Edenbridge
- £16,000 - £18,000 a year
- Part-time
- Microsoft Excel
- Organisational skills
- In-person
- Free parking
- Annual leave
Quick apply
8d
Purchase Ledger/Accounts Payable Administrator
Class Technology Solutions Ltd —Horsham
- £30,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Analysis skills
- Organisational skills
Quick apply
Commercial Data Analyst
RSPCA —Horsham
- Full-time
- Hybrid work
- Salesforce
Procurement Co-ordinator
Westmount Packaging Ltd —Tonbridge
- £32,000 - £34,000 a year
- Full-time
- ERP systems
- Continuous improvement
- IT
- Free parking
Quick apply
9d
Business Development Analyst - International Operations and Development
Civil Aviation Authority —Gatwick Airport
- £31,500 - £38,000 a year
- Full-time
- Microsoft Powerpoint
- CRM software
- Business development
9d
Technology and Data Risk Analyst
LegalAndGeneral —Brighton and Hove
- Full-time
- Data analysis skills
- Organisational skills
- Communication skills
- Employee discount
Quick apply
4d
Credit Controller/Accounts Assistant
IML Group Ltd —Tonbridge
- £25,420 - £30,000 a year
- Part-time
- Hybrid work
- Analysis skills
- In-person
- Communication skills
Quick apply

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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
Pension
Meeting coordination
Inbound customer enquiry call handling
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Appointment booking and call handling
Computer skills
Proofreading
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

Refine Your Search

finance & office jobs in haywards heath, wsx

Financial Administrator

Accounts Assistant

Liability Data Analyst

Administrator, Financial Services

Financial Services Administrator

SCUK Commissions Data Analyst, 12 Month Fixed Term Contract

Financial Services Administrator - Haywards Heath - Hybrid

Accounts Payable Assistant

Accounts Assistant

Pensions Analyst (Accounts & Member Data)

Accounts Payable Officer

Accounts Payable Clerk

Financial Services Administrator

Accounts Receivable Clerk

Purchase Ledger/Accounts Payable Administrator

Commercial Data Analyst

Procurement Co-ordinator

Business Development Analyst - International Operations and Development

Technology and Data Risk Analyst

Credit Controller/Accounts Assistant

I want to receive the latest job alerts for finance & office in haywards heath, wsx

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Perspective (South East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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finance & office jobs in haywards heath, wsx

I want to receive the latest job alerts for finance & office in haywards heath, wsx

Explore jobs in more locations

Perspective (South East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you