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

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
8d
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
Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
IFA Administrator – Financial Services
RGH‑Global Limited —Brighton
- £27,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
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
Admin Assistant, Wealth Management
SeventySeven Wealth Management —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
4h
Senior Pension Administrator (Fixed term Contract for 12 months)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Leadership
- Employee assistance programme
- Employee discount
Senior Pensions Administrator
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Paraplanner
RGH‑Global Limited —Brighton
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Office
Ongoing Advice Specialist
Eight Financial Advice —Speldhurst
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
14d
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
8d
Senior Pension Administrator
Aptia Group —Leatherhead
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Financial Services Administrator
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
4h
Advisor Support, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- SharePoint
- Financial services
- Tax experience
- Free parking
- Referral programme
Quick apply
Senior Consultant Client Director
Aptia Group —Leatherhead
- Full-time
- Business development

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Financial Services Administrator - Haywards Heath - Hybrid

Argentis Group Limited
Haywards Heath

Quick apply

Job details

8 days ago

Benefits

Private medical insurance
Employee discount

Qualifications

Financial services
Communication skills
Office experience

Full job description

Looking to for a job where you can gain the skills, experience, and qualifications to start a career in financial services?

If you are a detail oriented, client focussed, friendly administrator, who loves to learn, then this could be a great role for you.

Where do you fit in?

Youll learn about different aspects of financial services from a friendly, experienced team. In addition to the usual admin duties that you would expect, - answering calls and emails, dealing with post, and keeping accurate and up to date records, youll be responsible for processing new business, keeping track of your cases from start to finish. Youll speak to providers - and occasionally clients and support the paraplanning team.

Youll carry out regulatory checks and update everyone involved, working closely with other teams to deliver a successful client journey.

IT and system savvy, youll be able to navigate around third-party platforms. Youll be aware of deadlines and the need to prioritise, as some of your work will be time sensitive. Youll use your excellent admin skills and attention to detail to deliver a first-class service to our clients, ensuring the success of your team and our business.

Whats in it for you?

A competitive salary and benefits including private medical insurance, paid birthday leave and a benefits platform offering discounts on goods and days out
A caring company who value their staff and actively sponsor several charities and worthy causes
A varied role, where you are closer to investment decisions and able to learn from a team with a wealth of experience

What do you need to be successful?

Admin experience within a professional office environment is a must please, along with excellent communication skills and strong attention to detail. Experience within the Financial services industry would be awesome though we are happy to offer lots of training
The ability to meet deadlines - effectively organising and prioritising your workload, alongside your team
Adaptable, friendly, and willing to learn - with your own transport

We work Monday to Friday from 9am to 5.30pm. Following your training period, hybrid working will be available. Due to our rural location, youll need your own transport.

Who are Metis Wealth? What do we do?

This position is with Metis Wealth - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group.

Our approach is based on the belief that everyone is unique therefore our service must be, too. We dont do one-size-fits-all, but instead inspire success from truly tailored financial solutions

We are committed to equality of opportunity for all, we care passionately about our staff, and are committed to promoting and protecting the physical and mental health of all our employees.

Quick apply

Refine Your Search

financial advisory occupations jobs in haywards heath, wsx

Financial Services Administrator - Haywards Heath - Hybrid

Financial Planner

Pensions Administrator (Bulk Purchase Annuities)

Financial Administrator

IFA Administrator – Financial Services

Pension Administrator

Pensions Specialist

Admin Assistant, Wealth Management

Senior Pension Administrator (Fixed term Contract for 12 months)

Senior Pensions Administrator

Chartered Financial Planner

Admin Assistant

Paraplanner

Ongoing Advice Specialist

Client Support Executive

Senior Pension Administrator

Administrator, Financial Services

Financial Services Administrator

Advisor Support, Wealth Management

Senior Consultant Client Director

I want to receive the latest job alerts for financial advisory occupations in haywards heath, wsx

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