Financial advisory support occupations Work, Jobs in Bognor Regis, 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
7d
Administration Assistant to IFA
Professional Partners —Brighton
- £28,000 - £35,000 a year
- Temporary
- Microsoft Excel
- English
- Microsoft Office
Quick apply
7d
Financial Administrator
Perspective Financial Group —Worthing
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
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Legal & General Investment Management —Hove
- Employee discount
Pensions Administrator
XPS Pensions Group —Portsmouth
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
12d
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LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Employee discount
Quick apply
Senior Pension Administrator
Aptia Group —Chichester
- Full-time
- Analysis skills
- Communication skills
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Howard Wealth Management Ltd —Lee-on-the-Solent
- £30,000 - £40,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
- Free parking
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Employee Benefits Administrator
Menzies LLP —Fareham
- Hybrid work
- Time management

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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
7 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 bognor regis, wsx

Administration Assistant to Financial Adviser (financial services experience required)

Administration Assistant to IFA

Financial Administrator

Paraplanner

Pensions Administrator

Paraplanner

Senior Pension Administrator

Paraplanner

Employee Benefits Administrator

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