Senior financial administrator Work, Jobs in Brighton (with Salaries)

Senior Financial Services Administrator
Pebble Independent Financial Services Ltd —Shoreham by Sea
- From £35,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Bereavement leave
- Sick pay
Quick apply
23h
Senior Accounts Administrator
The English Language Centre —Hove
- £35,000 a year
- Full-time
- Microsoft Excel
- Sales
- Customer service
- Free parking
- Annual leave
Quick apply
7d
Senior Pensions Administrator
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
PRT - Transitions Director
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Project management
- Presentation skills
- Communication skills
- Employee discount
Quick apply
2h
Associate Fund Controller
GP Fund Solutions —Brighton
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Life insurance
Quick apply
18h
Senior Fund Accountant
GP Fund Solutions —Brighton
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Life insurance
Quick apply
12h
HR Administrator
LOGISTEED UK Limited —Bognor Regis
- £29,000 - £32,000 a year
- Overtime
- Master's degree
- Travel
- Human resources
- Free parking
- Store discount
Quick apply
5d
Finance Operations Assistant
Ardingly College —Haywards Heath
- £28,000 - £32,000 a year
- Full-time
- School
13d
School Administrator
Elysium Healthcare —Charlwood
- £26,784 a year
- Part-time
- Organisational skills
- IT
- School
- Free parking
- Annual leave
Quick apply
7d

Related jobs to explore

Based on your search for senior financial administrator

Senior Financial Services Administrator
Pebble Independent Financial Services Ltd —Shoreham by Sea
Respond professionally to client enquiries by telephone and email. A strong understanding of pensions, investments and protection products.
From £35,000 a year
Quick apply
23h
Senior Accounts Administrator
The English Language Centre —Hove
Experience of effective communication with overseas customers. Experience of sales ledger, purchase ledger, credit control, bank reconciliation, bookkeeping and…
£35,000 a year
Quick apply
7d

I want to receive the latest job alerts for senior financial administrator in brighton

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

Explore jobs in more locations

senior financial administrator jobs near brighton

Senior Financial Services Administrator

Pebble Independent Financial Services Ltd
Shoreham by Sea

Quick apply

Job details

Part-time | Full-time
From £35,000 a year
23 hours ago

Benefits

Casual dress
Financial planning services
Company pension
Company events
Bereavement leave
Sick pay

Qualifications

Microsoft Word
Financial planning
Pension
Microsoft Excel
Microsoft Outlook
Customer service
Organisational skills
IT
Financial services
Communication skills
Time management

Full job description

Senior Financial Planning Administrator / Senior IFA Administrator

Salary: £35,000+ (depending on experience)

Pebble Financial is an established, independent financial planning practice based in Shoreham-by-Sea. We pride ourselves on delivering an exceptional level of service to our clients and are looking to recruit an experienced Senior Financial Planning Administrator to become a key member of our friendly and professional team.

This is an excellent opportunity for someone with previous experience in an Independent Financial Adviser (IFA) or Wealth Management practice who enjoys working in a varied, client-focused role and takes pride in delivering work to a consistently high standard.

About the Role

You will provide comprehensive administrative support to our Financial Advisers, managing client cases from initial application through to completion and ensuring that every client receives outstanding service throughout their journey.

Key Responsibilities

· Manage new business from application through to completion.

· Prepare documentation for client annual reviews.

· Process ongoing servicing transactions including contributions, withdrawals, fund switches and policy alterations.

· Liaise with product providers, platforms and pension companies to obtain information and progress cases.

· Maintain accurate client records using our back-office systems and CRM.

· Prepare client valuations, illustrations and supporting documentation.

· Monitor outstanding business and proactively chase providers to ensure timely completion.

· Respond professionally to client enquiries by telephone and email.

· Support Financial Advisers with the day-to-day administration of their client portfolios.

· Ensure all work is completed in accordance with FCA regulations, company procedures and compliance requirements.

· Maintain excellent attention to detail and accurate record keeping.

About You

· Previous experience working within an Independent Financial Adviser (IFA), Financial Planning or Wealth Management practice is essential.

· A strong understanding of pensions, investments and protection products.

· Experience using financial services back-office systems.

· Excellent organisational and time management skills.

· Outstanding attention to detail.

· Strong written and verbal communication skills.

· Good IT skills including Microsoft Outlook, Word and Excel.

· The ability to prioritise a busy workload whilst maintaining exceptional accuracy.

· A positive, proactive and professional approach.

· A genuine commitment to delivering excellent client service.

What We Offer

· Competitive salary from £35,000, depending on experience.

· Friendly and supportive working environment.

· Opportunity to work within a well-established independent financial planning practice.

· Ongoing training and professional development.

· Workplace pension.

· Holiday entitlement plus bank holidays.

If you are an experienced Financial Planning Administrator looking for your next opportunity, we'd love to hear from you.

Job Types: Full-time, Part-time

Pay: From £35,000.00 per year

Benefits:

Bereavement leave
Casual dress
Company events
Financial planning services
Sick pay

Work Location: In person

Quick apply

Refine Your Search

senior financial administrator jobs in brighton

Senior Financial Services Administrator

Senior Accounts Administrator

Senior Pensions Administrator

PRT - Transitions Director

Associate Fund Controller

Senior Fund Accountant

HR Administrator

Finance Operations Assistant

School Administrator

Related jobs to explore

I want to receive the latest job alerts for senior financial administrator in brighton

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected