Planning adviser Work, Jobs in Hartfield, Esx (with Salaries)

Administration Assistant to Financial Adviser
Professional Partners —Brighton
- £28,000 - £32,500 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
Quick apply
2d
Planning Adviser
National Trust —Dorking
- £26,699 a year
- Hybrid work
- Communication skills
- Negotiation
- Free parking
- Employee assistance programme
5d
Independent Non Executive Director
Police Federation of England and Wales —Leatherhead
- Hybrid work
- Leadership
- Communication skills
Quick apply
Head of Communications and Brand
Harris Federation —London
- £60,000 - £70,000 a year
- Hybrid work
- Marketing
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Wealth Management Administrator
Artemis Recruitment Consultants Ltd —Brighton
- £22,000 - £28,000 a year
1d
Financial Administrator
Financial Divisions —Reigate
- £30,000 - £40,000 a year
1d
Facilities Coordinator
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Communication skills
14d
Lead International Marketing Co Ordinator
Paladone Products —Shoreham by Sea
- Hybrid work
- Sales
- Microsoft Office
- Analysis skills
- Employee discount
- Flexible schedule
Quick apply
4d
IFA Support/Paraplanner
Cobens —Maidstone
- £30,000 - £45,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Intermediary Sales Adviser
Bupa —Brighton
- From £28,400 a year
- Full-time
- Hybrid work
- Sales
- Employee discount
- Gym membership
Quick apply
5d
Business Development Consultant
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- CRM software
- Business development
- Financial services
Investment Operations Analyst
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Financial services
Paraplanner
GF HR Consulting —Tenterden
- Full-time
- Salesforce
- IT
- Communication skills
- Annual leave
Quick apply
IFA Administrator
Tate —Maidstone
- £30,000 - £32,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
15h
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Paraplanner
Burfields House Wealth Management —Tenterden
- Full-time
- Salesforce
- IT
- Communication skills
- Annual leave
Paraplanner
Legal & General Investment Management —Hove
- Employee discount
Director of Corporate Services
Police Federation of England and Wales —Leatherhead
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Master's degree
- Free parking
- Employee assistance programme
Quick apply
Careers Adviser
Harris Federation —London
- £31,000 - £42,000 a year
- Part-time
- School
- Time management
- Annual leave
- Employee assistance programme
4d
Internal Auditor
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Analysis skills
- Financial services
5d

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Administration Assistant to Financial Adviser

Professional Partners -
Brighton

Quick apply

Job details

Permanent | Part-time | Graduate | Full-time
£28,000 - £32,500 a year
2 days ago

Benefits

Casual dress
Additional leave
Financial planning services
Company pension
Work from home

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
IT
Financial services
Communication skills

Full job description

Job Overview
We are seeking a proactive and detail-oriented Administration Assistant to support a Financial Adviser in delivering exceptional client service and efficient office operations. This paid position offers an excellent opportunity to gain experience within the financial services sector, specialising in financial planning and analysis. The successful candidate will be responsible for managing administrative tasks, preparing reports, and maintaining effective communication with clients and team members.

Responsibilities

Assist in preparing comprehensive reports and analysing financial data to support planning activities
Manage client records and ensure all documentation is accurate, organised, and up-to-date using Microsoft Office applications such as Word, Excel, and Outlook
Provide exceptional customer service by responding promptly to client enquiries via email or phone
Support the Financial Adviser with scheduling appointments, follow-ups, and maintaining the calendar
Conduct basic analysis to identify trends or discrepancies within financial data sets
Draft correspondence, presentations, and other documentation with clear and professional communication skills
Organise files, documents, and other administrative materials efficiently to facilitate smooth office operations
Utilise IT skills to troubleshoot minor technical issues related to office software or hardware

Experience

Previous administrative experience is preferred but not essential; training will be provided for specific tasks
Strong report writing and analysis skills are desirable for supporting financial planning activities
Familiarity with financial services or related sectors will be advantageous
Excellent organisational skills with the ability to prioritise tasks effectively and manage time efficiently
Proficient in Microsoft Office suite, including Word, Excel, and Outlook; knowledge of IT systems relevant to office administration is beneficial
Outstanding communication skills—both written and verbal—are essential for liaising with clients and team members
Demonstrated customer service experience with a professional approach towards client interactions

This role offers a valuable pathway into the financial services industry for motivated individuals eager to develop their administrative and analytical skills within a supportive environment.

Pay: £28,000.00-£32,500.00 per year

Benefits:

Additional leave
Casual dress
Company pension
Financial planning services
Work from home

Work Location: Hybrid remote in Brighton BN1 1HW

Quick apply

Refine Your Search

planning adviser jobs in hartfield, esx

Administration Assistant to Financial Adviser

Planning Adviser

Independent Non Executive Director

Head of Communications and Brand

Wealth Management Administrator

Financial Administrator

Facilities Coordinator

Lead International Marketing Co Ordinator

IFA Support/Paraplanner

Intermediary Sales Adviser

Business Development Consultant

Investment Operations Analyst

Paraplanner

IFA Administrator

Financial Adviser Administrator

Paraplanner

Paraplanner

Director of Corporate Services

Careers Adviser

Internal Auditor

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