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

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
5d
Financial Planner
The Progeny Group Limited —Worthing
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Financial Planner (Virtual)
The Progeny Group Limited —Worthing
- £150,000 - £400,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Referral programme
Quick apply
11d
Financial Services Administrator
de Mellow & Co Ltd —Waterlooville
- From £26,500 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Life insurance
- Sick pay
Quick apply
5d
Senior Pensions Administrator
Nucleus Financial —Portsmouth
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
- Annual leave
Quick apply
6d
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
IFA Administrator – Financial Services
RGH‑Global Limited —Brighton
- £27,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
Pensions Administrator
XPS Pensions Group —Portsmouth
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Paraplanner
RGH‑Global Limited —Bognor Regis
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
7d
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
4d
Senior Onboarding Calculations Consultant
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount
Quick apply
Senior Onboarding Calculations Consultant
Legal & General Investment Management —Hove
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount
Pensions Administrator (Bulk Purchase Annuities)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
9d
Senior Pensions Administrator
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
Part Time Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Part-time
- Hybrid work
- Financial services
- Communication skills
Quick apply
Senior Pension Administrator
Aptia Group —Chichester
- Full-time
- Analysis skills
- Communication skills
Senior Pension Administrator (Fixed term Contract for 12 months)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Leadership
- Employee assistance programme
- Employee discount
5d

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Financial Planner
The Progeny Group Limited —Worthing
Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate…
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financial advisory occupations jobs near poling, wsx

Senior Financial Services Administrator

Pebble Independent Financial Services Ltd
Shoreham by Sea

Quick apply

Job details

Full-time
From £35,000 a year
5 days ago

Benefits

Casual dress
Financial planning services
Company pension
Company events
Bereavement leave
Sick pay

Qualifications

Microsoft Word
Financial planning
Pension
Microsoft Excel
Microsoft Outlook
Customer service
Organisational skills
IT
Financial services
Communication skills
Time management

Full job description

Senior Financial Planning Administrator / Senior IFA Administrator

Salary: £35,000+ (depending on experience)

Pebble Financial is an established, independent financial planning practice based in Shoreham-by-Sea. We pride ourselves on delivering an exceptional level of service to our clients and are looking to recruit an experienced Senior Financial Planning Administrator to become a key member of our friendly and professional team.

This is an excellent opportunity for someone with previous experience in an Independent Financial Adviser (IFA) or Wealth Management practice who enjoys working in a varied, client-focused role and takes pride in delivering work to a consistently high standard.

About the Role

You will provide comprehensive administrative support to our Financial Advisers, managing client cases from initial application through to completion and ensuring that every client receives outstanding service throughout their journey.

Key Responsibilities

· Manage new business from application through to completion.

· Prepare documentation for client annual reviews.

· Process ongoing servicing transactions including contributions, withdrawals, fund switches and policy alterations.

· Liaise with product providers, platforms and pension companies to obtain information and progress cases.

· Maintain accurate client records using our back-office systems and CRM.

· Prepare client valuations, illustrations and supporting documentation.

· Monitor outstanding business and proactively chase providers to ensure timely completion.

· Respond professionally to client enquiries by telephone and email.

· Support Financial Advisers with the day-to-day administration of their client portfolios.

· Ensure all work is completed in accordance with FCA regulations, company procedures and compliance requirements.

· Maintain excellent attention to detail and accurate record keeping.

About You

· Previous experience working within an Independent Financial Adviser (IFA), Financial Planning or Wealth Management practice is essential.

· A strong understanding of pensions, investments and protection products.

· Experience using financial services back-office systems.

· Excellent organisational and time management skills.

· Outstanding attention to detail.

· Strong written and verbal communication skills.

· Good IT skills including Microsoft Outlook, Word and Excel.

· The ability to prioritise a busy workload whilst maintaining exceptional accuracy.

· A positive, proactive and professional approach.

· A genuine commitment to delivering excellent client service.

What We Offer

· Competitive salary from £35,000, depending on experience.

· Friendly and supportive working environment.

· Opportunity to work within a well-established independent financial planning practice.

· Ongoing training and professional development.

· Workplace pension.

· Holiday entitlement plus bank holidays.

If you are an experienced Financial Planning Administrator looking for your next opportunity, we'd love to hear from you.

Pay: From £35,000.00 per year

Benefits:

Bereavement leave
Casual dress
Company events
Financial planning services
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in poling, wsx

Senior Financial Services Administrator

Financial Planner

Financial Planner (Virtual)

Financial Services Administrator

Senior Pensions Administrator

Chartered Financial Planner

IFA Administrator – Financial Services

Pensions Administrator

Paraplanner

Client Support Executive

Senior Onboarding Calculations Consultant

Senior Onboarding Calculations Consultant

Pensions Administrator (Bulk Purchase Annuities)

Senior Pensions Administrator

Part Time Paraplanner - Hybrid

Senior Pension Administrator

Senior Pension Administrator (Fixed term Contract for 12 months)

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