financial planning administrator Work, Jobs in frant, esx (with Salaries)

Financial Planning Administrator
Eden Rose —Sussex
- £30,000 - £33,000 a year
- Financial services
- Communication skills
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Finance Change Lead
1st Central —Haywards Heath
- Up to £70,000 a year
- Microsoft Excel
- ERP systems
- Microsoft Office
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
Investment Administrator
Quilter —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
9d
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Administrator
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Renaissance Asset Finance - Operations Administrator, Block Discounting & Wholesale
Arbuthnot Latham —Gatwick Airport
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Part Time Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Part-time
- Hybrid work
- Financial services
- Communication skills
Quick apply
Apprentice
Maidstone Borough Council —Maidstone
- Full-time
- Hybrid work
- English
- Computer skills
- Communication skills
- Free parking
- Employee assistance programme
10d
Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
Quick apply
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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Student Skills Administrator
Woking College —Woking
Staff clubs/support groups: book club, menopause group, group for parents/carers of children with mental health concerns.
£24,355 - £29,975 a year
9d
Claims Administrator
Splend —London
Liaising with repairers to confirm vehicle return dates, processing purchase order approvals and ensuring internal systems are updated accordingly.
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Financial Planning Administrator

Eden Rose -
Sussex

Apply Now

Job details

Permanent
£30,000 - £33,000 a year

Benefits

Company pension

Qualifications

Financial planning
Pension
Financial services
Communication skills

Full job description

Posted: 19/05/26 Recruiter: Eden Rose Reference: 3111210199 Type: Permanent Salary: £30,000 - £33,000 Annual Location: Sussex Description:

Financial Planning Administrator

Crawley, 2-3 days a week in the office

Up to £33,000

This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.

This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.

The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position.

You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.

25 days holiday + bank holidays
10% contributory pension
Private Medical Cover
4x Life Assurance
Study support
Progression opportunities

What's needed to be considered?

Previous experience within Financial Planning in an IFA Administrator support role is desirable
Knowledge of products including Pensions and Investments
Experience using a CRM/back-office system such as Xplan or IO
Strong client services and communication skills

Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory

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Refine Your Search

financial planning administrator jobs in frant, esx

Financial Planning Administrator

Financial Adviser Administrator

Finance Change Lead

Client Care Administrator, Financial Services

Administrator, Financial Services

Investment Administrator

Financial Adviser (Maidstone)

Administrator

Renaissance Asset Finance - Operations Administrator, Block Discounting & Wholesale

Part Time Paraplanner - Hybrid

Apprentice

Paraplanner - Hybrid

Senior Financial Planner

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