Financial adviser Work, Jobs in Polegate, Esx (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
11d
Debt Advice Caseworker
Citizens Advice —Eastbourne
- Up to £30,852 a year
- Hybrid work
13d
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Paralegal - Conveyancing
Mayo Wynne Baxter —Eastbourne
- Full-time
- Hybrid work
- Organisational skills
- Agile
- Communication skills
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
3d
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Solution Architect (Cloud and AI)
Hastings Direct —Bexhill
- Full-time
- Hybrid work
- Azure
- AI
- Communication skills
- Annual leave
Paraplanner
Legal & General Investment Management —Hove
- Employee discount
Paralegal - Private Client
Mayo Wynne Baxter —Lewes
- Full-time
- Hybrid work
- Communication skills
3d
Lead International Marketing Co Ordinator
Paladone Products —Shoreham by Sea
- Hybrid work
- Sales
- Microsoft Office
- Analysis skills
- Employee discount
- Flexible schedule
Quick apply
12d
Conveyancer
Eventus Recruitment Group —Royal Tunbridge Wells
- £45,000 - £60,000 a year
- Call to connect
- Hybrid work
- Sales
- Organisational skills
- Financial services
Paraplanner
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Employee discount
Quick apply
Senior Pension Transitions Consultant
Legal & General Investment Management —Hove
- Hybrid work
- Project management
- Organisational skills
- Employee discount
Mortgage Broker
Placing Faces —Hove
- £30,000 - £33,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
School Governance and Admissions Officer (Diocese of Chichester)
East Sussex County Council —Hove
- £30,970 a year
- Part-time
- School
- Free parking
- Annual leave
Housing & Welfare Benefits Adviser
Citizens Advice —Crowborough
- £17,040.65 a year
- Hybrid work
Senior Pension Transitions Consultant
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Project management
- Organisational skills
- Employee discount
Quick apply
School Governance and Admissions Officer
Brighton & Hove City Council —Hove
- £30,970 - £44,242 a year
- Part-time
- School
- Free parking
- Annual leave
10d
Solution Architect - Rating & Data
Hastings Direct —Bexhill
- Full-time
- Hybrid work
- Azure
- DevOps
- APIs
- Annual leave

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Debt Advice Caseworker
Citizens Advice —Eastbourne
Negotiating with third parties in writing and on the telephone. You will be providing advice to clients, supporting them through the debt advice process…
Up to £30,852 a year
13d
Qualified/Trainee Debt Adviser
Citizens Advice —Brighton and Hove
Citizens Advice Brighton & Hove are currently seeking to recruit trainee or qualified Debt Advisers to join our thriving charity.
£29,023 - £31,805 a year
3d

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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
11 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 polegate, esx

Administration Assistant to Financial Adviser (financial services experience required)

Debt Advice Caseworker

Financial Adviser Administrator

Paralegal - Conveyancing

Lead Specialist (Pensions Administration)

Chartered Financial Planner

Solution Architect (Cloud and AI)

Paraplanner

Paralegal - Private Client

Lead International Marketing Co Ordinator

Conveyancer

Paraplanner

Senior Pension Transitions Consultant

Mortgage Broker

School Governance and Admissions Officer (Diocese of Chichester)

Housing & Welfare Benefits Adviser

Senior Pension Transitions Consultant

School Governance and Admissions Officer

Solution Architect - Rating & Data

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