Finance Work, Jobs in Poling, Wsx (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
4d
Finance Officer
The Littlehampton Academy —Littlehampton
- £15.56 - £16.90 an hour
- Part-time
- Microsoft Excel
- Maintenance
- Accounting
- Free parking
- Sick pay
Quick apply
9d
Finance & Office Manager
B & M Double Glazing —Brighton
- £35,000 - £50,000 a year
- Full-time
- Supervising experience
- In-person
- Office experience
- Free parking
Quick apply
5d
Apprentice Finance Assistant
Edge Building Products Limited —Chichester
- From £12,480 a year
- Part-time
- IT
- In-person
- Phone etiquette
- Free parking
Quick apply
6d
Finance Administrator
Prem Group Ltd —Waterlooville
- £30,000 - £32,000 a year
- Full-time
- IT
- In-person
- Free parking
- Store discount
Quick apply
Systems Accountant & Credit Controller
Barden FM —Petersfield
- £36,000 - £40,000 a year
- Full-time
- Microsoft Excel
- Microsoft Access
- Accounting
- Free parking
Quick apply
Credit Control Assistant - Block
LRG —Worthing
- £25,000 - £27,000 a year
- Hybrid work
Quick apply
Commercial Account Handler
Howden Group Holdings —Worthing
- Full-time
- Hybrid work
- Employee discount
Mortgage Advisor
The Mortgage Experts —Worthing
- £60,000 - £100,000 a year
- Remote
Schools Finance Support Officer
WSCC —Chichester
- Microsoft Office
- Employee assistance programme
- Employee discount
4d
Accounts Assistant
CPJ Field & Co —Burgess Hill
- £27,000 - £33,000 a year
- Full-time
- Microsoft Excel
- Accounting
- In-person
- Health & wellbeing programme
Quick apply
2d
Financial Planner
The Progeny Group Limited —Chichester
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Finance Manager
INNOPLUS TECHNOLOGIES LTD —Godalming
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Bachelor's degree
- Travel
- Annual leave
- Flexitime
Quick apply
7d
Trainee Finance Broker
Winchester Corporate Finance —Chichester
- £23,500 - £25,000 a year
- Full-time
- Sales
- No experience needed
- In-person
Quick apply
4d
Junior PMO Analyst - 14m Maternity Cover
Bell Integration —Portsmouth
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
6d
Business Analyst (Apprentice)
Rentokil Initial Group —Crawley
- Full-time
- Hybrid work
- SQL
- Bachelor's degree
- Agile
- Free parking
- Employee assistance programme
Quick apply
4d
Full time bookkeeper and accounts administrator
Ockenden Manor Hotel & Spa —Cuckfield
- £28,000 a year
- Full-time
- Microsoft Excel
- Hotel
- Analysis skills
- Free parking
- Annual leave
Quick apply
10d
BI Analyst
The West Group Ltd —Waterlooville
- £30,000 - £32,000 a year
- Oracle
- SQL
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
9d
Credit Controller
LRG —Worthing
- Hybrid work
- IT
- Communication skills
- Negotiation
- Employee discount
Quick apply
Insurance Advisor
Howden Group Holdings —Chichester
- Full-time
- Hybrid work
- Employee discount
12d

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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
4 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

finance jobs in poling, wsx

Administration Assistant to Financial Adviser

Finance Officer

Finance & Office Manager

Apprentice Finance Assistant

Finance Administrator

Systems Accountant & Credit Controller

Credit Control Assistant - Block

Commercial Account Handler

Mortgage Advisor

Schools Finance Support Officer

Accounts Assistant

Financial Planner

Finance Manager

Trainee Finance Broker

Junior PMO Analyst - 14m Maternity Cover

Business Analyst (Apprentice)

Full time bookkeeper and accounts administrator

BI Analyst

Credit Controller

Insurance Advisor

I want to receive the latest job alerts for finance in poling, wsx

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