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

Financial Planning Administrator
Quantum Wealth Planning Ltd —Royal Tunbridge Wells
- £26,000 - £32,000 a year
- Full-time
- Microsoft Office
- IT
- Financial services
Quick apply
2d
Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Financial Services Administrator - Haywards Heath - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
- Office experience
- Employee discount
Quick apply
2d
Pensions Administrator (Bulk Purchase Annuities)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
13d
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
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
6d
IFA Administrator – Financial Services
RGH‑Global Limited —Brighton
- £27,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
Admin Assistant
Burfields House Wealth Management —Goudhurst
- Full-time
- CRM software
- IT
- Financial services
- Paid training
- Annual leave
Senior DC Pensions Administrator
WTW —Redhill
- Full-time
- Hybrid work
- Computer literacy
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Senior Pensions Administrator
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Senior Pension Administrator (Fixed term Contract for 12 months)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Leadership
- Employee assistance programme
- Employee discount
9d
Pension Administrator
First Actuarial —Tonbridge
- Hybrid work
- Communication skills
- Employee stock purchase plan
- Life insurance
Pensions Specialist
WTW —Redhill
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Time management
- Annual leave
- Employee assistance programme

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financial advisory occupations jobs near crawley down, wsx

Financial Planning Administrator

Quantum Wealth Planning Ltd
Royal Tunbridge Wells

Quick apply

Job details

Permanent | Full-time
£26,000 - £32,000 a year
2 days ago

Benefits

Financial planning services
Company pension
Company events
Pay rise

Qualifications

Financial planning
Microsoft Office
IT
Financial services
Communication skills

Full job description

Quantum Wealth Planning is an independent financial planning firm based in Royal Tunbridge Wells. We pride ourselves on delivering high-quality financial advice and outstanding client service, building long-term relationships with individuals and families to help them achieve their financial goals.

As our business continues to grow, we're looking for a Financial Planning Administrator to join our friendly and supportive team.

Whether you already have experience within financial services or are looking to begin a long-term career in the profession, we'll provide the training and support to help you succeed.

The role

This is a varied position where you'll play an important role in supporting our advisers and ensuring our clients receive an exceptional level of service.

Your responsibilities will include:

Preparing client documentation and application forms
Processing new business and servicing existing clients
Liaising with pension providers, investment companies and insurers
Maintaining accurate client records
Preparing paperwork for client meetings
Managing client correspondence by telephone and email
Supporting advisers with day-to-day administration
General office administration

As your knowledge and confidence develop, you'll become involved in more technical aspects of financial planning and have the opportunity to progress within the business.

About you

We're looking for someone who:

Has excellent attention to detail
Is organised and able to manage their workload effectively
Has strong written and verbal communication skills
Is professional, reliable and enjoys working as part of a small team
Has good IT skills, including Microsoft Office
Is eager to learn and build a long-term career

Previous experience within financial planning is welcomed but is not essential. We're looking for the right person with the right attitude.

Training & Career Development

We are committed to investing in our people and supporting long-term career development.

You'll receive:

Fully funded professional qualifications
Study materials provided
Professional examination fees reimbursed on successful completion
£250 bonus for every professional examination passed
£2,000 salary increase after every two R0 examinations passed (maximum one salary increase in any 12-month period)
Genuine opportunities to progress into paraplanning and financial advice

If you're looking for more than just an administration role and want to build a rewarding career within a growing independent financial planning firm, we'd love to hear from you.

Pay: £26,000.00-£32,000.00 per year

Benefits:

Company events
Company pension
Financial planning services

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in crawley down, wsx

Financial Planning Administrator

Financial Administrator

Financial Administrator (East Molesey)

Financial Adviser Administrator

Financial Services Administrator - Haywards Heath - Hybrid

Pensions Administrator (Bulk Purchase Annuities)

Client Care Administrator, Financial Services

Administrator, Financial Services

Chartered Financial Planner

Wealth Manager

IFA Administrator – Financial Services

Admin Assistant

Senior DC Pensions Administrator

Financial Planner - Surrey

Senior Pensions Administrator

Technical Administrator

Admin Assistant

Senior Pension Administrator (Fixed term Contract for 12 months)

Pension Administrator

Pensions Specialist

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