Financial administrator Work, Jobs in Shoreham By Sea, 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
Senior Accounts Administrator
The English Language Centre —Hove
- £35,000 a year
- Full-time
- Microsoft Excel
- Sales
- Customer service
- Free parking
- Annual leave
Quick apply
12d
Finance Administrator
Thomas Keating Limited —Billingshurst
- £28,000 - £30,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Free parking
Quick apply
13d
Purchase Ledger/Accounts Payable Administrator
Class Technology Solutions Ltd —Horsham
- £27,000 - £30,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Data & Operations Support Administrator
RGH‑Global Limited —Brighton
- £27,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
Accounts Administrator
Instant Glass & Glazing —Crawley
- £29,000 - £35,000 a year
- Full-time
- Analysis skills
- QuickBooks
- Data entry
- Free parking
Quick apply
IFA Administrator – Financial Services
RGH‑Global Limited —Brighton
- £27,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
PRT - Transitions Director
Legal & General Investment Management —Hove
- Hybrid work
- Project management
- Presentation skills
- Communication skills
- Employee discount
4d
HR Administrator
LOGISTEED UK Limited —Bognor Regis
- £29,000 - £32,000 a year
- Overtime
- Master's degree
- Travel
- Human resources
- Free parking
- Store discount
Quick apply
10d
Business Administrator
Menzies LLP —Crawley
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
Administration Officer - Highways
Civic Recruitment Limited —Chichester
- £17.26 an hour
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Business Support Administrator
Menzies LLP —Crawley
- Full-time
- Hospitality
- Customer service
- Microsoft Office
Facilities Administrator - Helpdesk
Emcor —Horsham
- £30,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Business Support Administrator
Beever and Struthers —Gatwick Airport
- Full-time
- Hospitality
- Customer service
- Microsoft Office
Inpatient Administrator (Bank)
Nuffield Health —Brighton
- £13.10 an hour
- Part-time
- IT
- Free parking
Administrator/Note-taker
WSCC —Chichester
- £26,403 - £26,824 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Administrative experience
2d
Business Administrator
Beever and Struthers —Gatwick Airport
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
Travel Administrator (Homeworker Support)
Experience It Now Travel —Hailsham
- From £24,420 a year
- Part-time
- Hybrid work
- CRM software
- Hospitality
- IT
- Flexible schedule
Quick apply
11d
Marine Commercial Administrator
Tarmac —Chichester
- Microsoft Excel
- Military
- Communication skills
- Employee discount
6d

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financial administrator jobs near shoreham by sea, 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 administrator jobs in shoreham by sea, wsx

Senior Financial Services Administrator

Senior Accounts Administrator

Finance Administrator

Purchase Ledger/Accounts Payable Administrator

Data & Operations Support Administrator

Accounts Administrator

IFA Administrator – Financial Services

Financial Administrator

PRT - Transitions Director

HR Administrator

Business Administrator

Administration Officer - Highways

Business Support Administrator

Facilities Administrator - Helpdesk

Business Support Administrator

Inpatient Administrator (Bank)

Administrator/Note-taker

Business Administrator

Travel Administrator (Homeworker Support)

Marine Commercial Administrator

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