Financial advisory occupations Work, Jobs in Crawley, Wsx (with Salaries)

Senior Financial Services Administrator
Pebble Independent Financial Services Ltd —Shoreham by Sea
- From £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Bereavement leave
- Sick pay
Quick apply
3d
Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Planner
The Progeny Group Limited —Worthing
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Pensions Administrator (Bulk Purchase Annuities)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
7d
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Planner (Virtual)
The Progeny Group Limited —Worthing
- £150,000 - £400,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Referral programme
Quick apply
9d
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Senior Pensions Administrator
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
Senior Pension Administrator (Fixed term Contract for 12 months)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Leadership
- Employee assistance programme
- Employee discount
3d
Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
15h
IFA Administrator – Financial Services
RGH‑Global Limited —Brighton
- £27,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
Senior DC Pensions Administrator
WTW —Redhill
- Full-time
- Hybrid work
- Computer literacy
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Administrator, Financial Services
GFHR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
2d
Senior Onboarding Calculations Consultant
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount
Quick apply
Pensions Specialist
WTW —Redhill
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Senior Onboarding Calculations Consultant
Legal & General Investment Management —Hove
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply

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Senior Financial Services Administrator

Pebble Independent Financial Services Ltd
Shoreham by Sea

Quick apply

Job details

Full-time
From £35,000 a year
3 days 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.

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

financial advisory occupations jobs in crawley, wsx

Senior Financial Services Administrator

Financial Administrator

Financial Planner

Pensions Administrator (Bulk Purchase Annuities)

Financial Administrator (East Molesey)

Financial Planner - Surrey

Financial Planner (Virtual)

Chartered Financial Planner

Senior Pensions Administrator

Senior Pension Administrator (Fixed term Contract for 12 months)

Wealth Manager

IFA Administrator – Financial Services

Senior DC Pensions Administrator

Technical Administrator

Administrator, Financial Services

Client Support Executive

Senior Onboarding Calculations Consultant

Pensions Specialist

Senior Onboarding Calculations Consultant

Admin Assistant

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