Financial adviser Work, Jobs in Storrington, 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
Information Security Risk Analyst
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Analysis skills
- Financial services
6h
Independent Financial Adviser
Price Ferguson Limited —Guildford
- Up to £70,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
14d
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
1d
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
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
3d
Paraplanner
Legal & General Investment Management —Hove
- Employee discount
Paraplanner
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Employee discount
Quick apply
Audit Experience Programme - Guildford - October 2026
RSM UK —Guildford
- Full-time
Payroll Manager
RSM UK —Crawley
- Full-time
- Hybrid work
1h
Business Development Consultant
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- CRM software
- Business development
- Financial services
VodafoneThree - Senior Onsite Coordinator - Horsham
Vodafone —Horsham
- Full-time
- Customer service
- Computer networking
- In-person
- Employee discount
2d
Paralegal - Conveyancing
Mayo Wynne Baxter —Crawley
- Full-time
- Hybrid work
- Organisational skills
- Agile
- Communication skills
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
Lead International Marketing Co Ordinator
Paladone Products —Shoreham by Sea
- Hybrid work
- Sales
- Microsoft Office
- Analysis skills
- Employee discount
- Flexible schedule
Quick apply
10d
Accounting and Financial Reporting Manager
RSM UK —Guildford
- Full-time
- Hybrid work
- Supervising experience
Accounting and Financial Reporting Assistant Manager
RSM UK —Guildford
- Full-time
- Hybrid work
- Tax experience

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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 storrington, wsx

Administration Assistant to Financial Adviser (financial services experience required)

Financial Planner

Information Security Risk Analyst

Independent Financial Adviser

Lead Specialist (Pensions Administration)

Paralegal - Private Client

Chartered Financial Planner

Investment Operations Business Lead

Financial Controller

Paraplanner

Paraplanner

Audit Experience Programme - Guildford - October 2026

Payroll Manager

Business Development Consultant

VodafoneThree - Senior Onsite Coordinator - Horsham

Paralegal - Conveyancing

Administrator/Paraplanner/Trainee Paraplanner

Lead International Marketing Co Ordinator

Accounting and Financial Reporting Manager

Accounting and Financial Reporting Assistant Manager

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

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