Financial adviser Work, Jobs in Steyning, Wsx (with Salaries)

Administration Assistant to Financial Adviser (financial services experience required)
Professional Partners —Brighton
- £28,000 - £32,500 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
Quick apply
9d
Financial Planner
The Progeny Group Limited —Chichester
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Lead Specialist (Pensions Administration)
The Pensions Regulator —Brighton
- From £54,074 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
- Annual leave
- Flexitime
2d
Paralegal - Private Client
Mayo Wynne Baxter —Lewes
- Full-time
- Hybrid work
- Communication skills
1d
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Paraplanner
Legal & General Investment Management —Hove
- Employee discount
Paraplanner
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Employee discount
Quick apply
Investment Operations Business Lead
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Financial services
Financial Controller
NEP UK —Crawley
- Full-time
- Microsoft Office
- Travel
- Accounting
Quick apply
4d
Lead International Marketing Co Ordinator
Paladone Products —Shoreham by Sea
- Hybrid work
- Sales
- Microsoft Office
- Analysis skills
- Employee discount
- Flexible schedule
Quick apply
10d
GBR Financial Support Adviser
SCU Santander Consumer (UK) plc —Redhill
- £27,500 - £29,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Communication skills
- Employee assistance programme
4d
Payroll Manager
RSM UK —Crawley
- Full-time
- Hybrid work
17h
VodafoneThree - Senior Onsite Coordinator - Horsham
Vodafone —Horsham
- Full-time
- Customer service
- Computer networking
- In-person
- Employee discount
2d
Business Development Consultant
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- CRM software
- Business development
- Financial services
Paralegal - Conveyancing
Mayo Wynne Baxter —Crawley
- Full-time
- Hybrid work
- Organisational skills
- Agile
- Communication skills
School Governance and Admissions Officer
Brighton & Hove City Council —Hove
- £30,970 - £44,242 a year
- Part-time
- School
- Free parking
- Annual leave
8d
Intermediary Sales Adviser
Bupa —Brighton
- From £28,400 a year
- Full-time
- Hybrid work
- Sales
- Employee discount
- Gym membership
Quick apply
11d
Customer Service Representative
Future Proof —Reigate
- £25,000 - £26,000 a year
- Full-time
- Hybrid work
- Customer service
- English
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
21h
Mortgage Broker
Placing Faces —Hove
- £30,000 - £33,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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financial adviser jobs near steyning, wsx

Administration Assistant to Financial Adviser (financial services experience required)

Professional Partners -
Brighton

Quick apply

Job details

Permanent | Part-time | Graduate | Full-time
£28,000 - £32,500 a year
9 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

Experience:

financial services: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: Hybrid remote in Brighton BN1 1HW

Quick apply

Refine Your Search

financial adviser jobs in steyning, wsx

Administration Assistant to Financial Adviser (financial services experience required)

Financial Planner

Lead Specialist (Pensions Administration)

Paralegal - Private Client

Chartered Financial Planner

Paraplanner

Paraplanner

Investment Operations Business Lead

Financial Controller

Lead International Marketing Co Ordinator

GBR Financial Support Adviser

Payroll Manager

VodafoneThree - Senior Onsite Coordinator - Horsham

Business Development Consultant

Paralegal - Conveyancing

School Governance and Admissions Officer

Intermediary Sales Adviser

Customer Service Representative

Mortgage Broker

Senior Financial Planner

I want to receive the latest job alerts for financial adviser in steyning, wsx

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