Financial adviser Work, Jobs in Henfield, Wsx (with Salaries)

Administration Assistant to Financial Adviser (financial services experience required)
Professional Partners —Brighton
- £28,000 - £32,500 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
Quick apply
7d
Lead Specialist (Pensions Administration)
The Pensions Regulator —Brighton
- From £54,074 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
- Annual leave
- Flexitime
4h
Financial Planner
The Progeny Group Limited —Chichester
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Independent Financial Adviser
Price Ferguson Limited —Guildford
- Up to £70,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
13d
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Paralegal - Private Client
Mayo Wynne Baxter —Lewes
- Full-time
- Hybrid work
- Communication skills
3h
Investment Operations Business Lead
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Financial services
Paraplanner
Legal & General Investment Management —Hove
- Employee discount
Paraplanner
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Employee discount
Quick apply
VodafoneThree - Senior Onsite Coordinator - Horsham
Vodafone —Horsham
- Full-time
- Customer service
- Computer networking
- In-person
- Employee discount
1d
Business Development Consultant
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- CRM software
- Business development
- Financial services
Financial Controller
NEP UK —Crawley
- Full-time
- Microsoft Office
- Travel
- Accounting
Quick apply
2d
Facilities Coordinator
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Communication skills
GBR Financial Support Adviser
SCU Santander Consumer (UK) plc —Redhill
- £27,500 - £29,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Communication skills
- Employee assistance programme
2d
Audit Experience Programme - Guildford - October 2026
RSM UK —Guildford
- Full-time
Lead International Marketing Co Ordinator
Paladone Products —Shoreham by Sea
- Hybrid work
- Sales
- Microsoft Office
- Analysis skills
- Employee discount
- Flexible schedule
Quick apply
9d
Senior Personal Banker - 12 Month Fixed Term Contract
National Westminster Bank PLC —Horsham
- From £28,475 a year
- Full-time
- Customer service
- Organisational skills
- Communication skills
- Annual leave
- Flexible schedule
Paralegal - Conveyancing
Mayo Wynne Baxter —Crawley
- Full-time
- Hybrid work
- Organisational skills
- Agile
- Communication skills
Intermediary Sales Adviser
Bupa —Brighton
- From £28,400 a year
- Full-time
- Hybrid work
- Sales
- Employee discount
- Gym membership
Quick apply
10d
School Governance and Admissions Officer (Diocese of Chichester)
East Sussex County Council —Hove
- £30,970 a year
- Part-time
- School
- Free parking
- Annual leave

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Administration Assistant to Financial Adviser (financial services experience required)

Professional Partners -
Brighton

Quick apply

Job details

Permanent | Part-time | Graduate | Full-time
£28,000 - £32,500 a year
7 days ago

Benefits

Casual dress
Additional leave
Financial planning services
Company pension
Work from home

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
IT
Financial services
Communication skills

Full job description

Job Overview
We are seeking a proactive and detail-oriented Administration Assistant to support a Financial Adviser in delivering exceptional client service and efficient office operations. This paid position offers an excellent opportunity to gain experience within the financial services sector, specialising in financial planning and analysis. The successful candidate will be responsible for managing administrative tasks, preparing reports, and maintaining effective communication with clients and team members.

Responsibilities

Assist in preparing comprehensive reports and analysing financial data to support planning activities
Manage client records and ensure all documentation is accurate, organised, and up-to-date using Microsoft Office applications such as Word, Excel, and Outlook
Provide exceptional customer service by responding promptly to client enquiries via email or phone
Support the Financial Adviser with scheduling appointments, follow-ups, and maintaining the calendar
Conduct basic analysis to identify trends or discrepancies within financial data sets
Draft correspondence, presentations, and other documentation with clear and professional communication skills
Organise files, documents, and other administrative materials efficiently to facilitate smooth office operations
Utilise IT skills to troubleshoot minor technical issues related to office software or hardware

Experience

Previous administrative experience is preferred but not essential; training will be provided for specific tasks
Strong report writing and analysis skills are desirable for supporting financial planning activities
Familiarity with financial services or related sectors will be advantageous
Excellent organisational skills with the ability to prioritise tasks effectively and manage time efficiently
Proficient in Microsoft Office suite, including Word, Excel, and Outlook; knowledge of IT systems relevant to office administration is beneficial
Outstanding communication skills—both written and verbal—are essential for liaising with clients and team members
Demonstrated customer service experience with a professional approach towards client interactions

This role offers a valuable pathway into the financial services industry for motivated individuals eager to develop their administrative and analytical skills within a supportive environment.

Pay: £28,000.00-£32,500.00 per year

Benefits:

Additional leave
Casual dress
Company pension
Financial planning services
Work from home

Experience:

financial services: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: Hybrid remote in Brighton BN1 1HW

Quick apply

Refine Your Search

financial adviser jobs in henfield, wsx

Administration Assistant to Financial Adviser (financial services experience required)

Lead Specialist (Pensions Administration)

Financial Planner

Independent Financial Adviser

Chartered Financial Planner

Paralegal - Private Client

Investment Operations Business Lead

Paraplanner

Paraplanner

VodafoneThree - Senior Onsite Coordinator - Horsham

Business Development Consultant

Financial Controller

Facilities Coordinator

GBR Financial Support Adviser

Audit Experience Programme - Guildford - October 2026

Lead International Marketing Co Ordinator

Senior Personal Banker - 12 Month Fixed Term Contract

Paralegal - Conveyancing

Intermediary Sales Adviser

School Governance and Admissions Officer (Diocese of Chichester)

I want to receive the latest job alerts for financial adviser in henfield, wsx

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