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

Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
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
6d
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
5h
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Admin Assistant
Burfields House Wealth Management —Goudhurst
- Full-time
- CRM software
- IT
- Financial services
- Paid training
- Annual leave
Client Care Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- 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
Administrator, Financial Services
GFHR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
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
6h
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
Pensions Administrator (Bulk Purchase Annuities)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
10d
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Senior Pensions Administrator
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
5d
Pension Administrator
First Actuarial —Tonbridge
- Hybrid work
- Communication skills
- Employee stock purchase plan
- Life insurance
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Pensions Specialist
WTW —Redhill
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Senior Onboarding Calculations Consultant
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount
Quick apply

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financial advisory occupations jobs near east grinstead, wsx

Financial Administrator

Perspective Financial Group
Crowborough

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (South East) Ltd

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Crowborough Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (South East) Limited
Location: Crowborough
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Crowborough OfficeUnit 54Basepoint CrowboroughPine GroveCrowboroughTN6 1DH

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

Refine Your Search

financial advisory occupations jobs in east grinstead, wsx

Financial Administrator

Senior Financial Services Administrator

Financial Planning Administrator

Financial Adviser Administrator

Admin Assistant

Client Care Administrator, Financial Services

Chartered Financial Planner

Administrator, Financial Services

Financial Administrator (East Molesey)

Financial Services Administrator - Haywards Heath - Hybrid

IFA Administrator – Financial Services

Senior DC Pensions Administrator

Pensions Administrator (Bulk Purchase Annuities)

Admin Assistant

Senior Pensions Administrator

Client Support Executive

Pension Administrator

Technical Administrator

Pensions Specialist

Senior Onboarding Calculations Consultant

I want to receive the latest job alerts for financial advisory occupations in east grinstead, wsx

Explore jobs in more locations

Perspective (South East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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financial advisory occupations jobs in east grinstead, wsx

I want to receive the latest job alerts for financial advisory occupations in east grinstead, wsx

Explore jobs in more locations

Perspective (South East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you