Financial advisory support occupations Work, Jobs in Ardingly, 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
12d
Financial Planning Assistant
PPSL —Polegate
- £25,000 - £30,000 a year
- Full-time
- Administrative experience
- Organisational skills
- Financial services
Quick apply
11d
Part Time Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Part-time
- Hybrid work
- Financial services
- Communication skills
Quick apply
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Administration Assistant to IFA
Professional Partners —Brighton
- £28,000 - £35,000 a year
- Temporary
- Microsoft Excel
- English
- Microsoft Office
Quick apply
12d
Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
Quick apply
Financial Administrator
Perspective Financial Group —Worthing
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Client Care Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Administrator, Financial Services
GFHR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
7d
Pension Administrator
First Actuarial —Tonbridge
- Hybrid work
- Communication skills
- Annual leave
- Life insurance
Paraplanner
Legal & General Investment Management —Hove
- Employee discount
Admin Assistant
Burfields House Wealth Management —Goudhurst
- Full-time
- CRM software
- IT
- Financial services
- Paid training
- Annual leave
Paraplanner
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Employee discount
Quick apply
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Paraplanner
TrinityBridge —Gatwick Airport
- IT
- Communication skills
Senior DC Pensions Administrator
WTW —Redhill
- Full-time
- Hybrid work
- Computer literacy
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
13d
Senior Pension Administrator
Aptia Group —Leatherhead
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services

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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
12 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 advisory support occupations jobs in ardingly, wsx

Administration Assistant to Financial Adviser (financial services experience required)

Financial Planning Assistant

Part Time Paraplanner - Hybrid

Financial Adviser Administrator

Administration Assistant to IFA

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Financial Administrator

Client Care Administrator, Financial Services

Administrator, Financial Services

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Pension Administrator

Paraplanner

Admin Assistant

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Senior DC Pensions Administrator

Senior Pension Administrator

Technical Administrator

I want to receive the latest job alerts for financial advisory support occupations in ardingly, wsx

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