Financial planning administrator Work, Jobs in Rustington, Wsx (with Salaries)

Financial Administrator
Perspective Financial Group —Worthing
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Planning Administrator
Eden Rose —Sussex
- £30,000 - £33,000 a year
- Financial services
- Communication skills
SJP Financial Administrator
Financial Divisions —Horsham
- £30,000 - £38,000 a year
11d
IFA Administrator
Recruit Wealth —Worthing
- £30,000 - £34,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
16h
Pensions Administrator
XPS Pensions Group —Portsmouth
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
6d
Administrator/Receptionist
Bupa —Brighton
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
- Gym membership
Quick apply
2d
Office Administrator
Herbert Scott —Lewes
- £25,000 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
- Sick pay
Quick apply
19h
Finance Change Lead
1st Central —Haywards Heath
- Up to £70,000 a year
- Microsoft Excel
- ERP systems
- Microsoft Office
Administrator
Kier Group —Brighton
- Part-time
- Administrative experience
- Communication skills
Wealth Management Administrator
Artemis Recruitment Consultants Ltd —Brighton
- £22,000 - £28,000 a year
16h
Admin Team Leader
Bupa —Brighton
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
- Gym membership
Quick apply
2d
Senior Verification & Ledger Administrator
Close Brothers —Brighton
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Management
Part Time Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Part-time
- Hybrid work
- Financial services
- Communication skills
Quick apply
Financial Operations Manager
The INS Group Ltd —Portsmouth
- £35,000 - £40,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Organisational skills
- Free parking
- Annual leave
Quick apply
2d
Property Manager - Estate Management
Starfish People HR —Portsmouth
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
Quick apply

More jobs to discover

Find similar jobs that you might be interested in.

Financial Administrator
Perspective Financial Group —Worthing
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…
Financial Planning Administrator
Financial Divisions —Guildford
Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. £30k - £38k plus bonuses.
£30,000 - £38,000 a year
16h

I want to receive the latest job alerts for financial planning administrator in rustington, wsx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Administrator

Perspective Financial Group
Worthing

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 Worthing 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) Ltd
Location: Worthing
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

Worthing Office2nd Floor1 Aldsworth ParadeWorthing West Sussex BN12 4TX

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

financial planning administrator jobs in rustington, wsx

Financial Administrator