Finance Work, Jobs in Worthing (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
4d
Accounts Assistant
Marshall Clark LLP —Worthing
- £25,000 - £28,000 a year
- Full-time
- Accounting
- QuickBooks
- In-person
Quick apply
2d
Financial Planner
The Progeny Group Limited —Worthing
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Deputy Town Clerk and Finance Manager
Haywards Heath Town Council —Haywards Heath
- £35,412 - £44,075 a year
- Full-time
- Financial services
- In-person
- Leadership
- Free parking
- Sick pay
Quick apply
Procurement and Contracts Manager
St Barnabas House —Worthing
- £48,751 a year
- Full-time
- Presentation skills
- Hospice
- Free parking
- Annual leave
4d
Finance Administrator
Thomas Keating Limited —Billingshurst
- £28,000 - £30,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Free parking
Quick apply
12d
Procurement and Contracts Manager
Chestnut Tree House —Worthing
- £48,751 a year
- Full-time
- Presentation skills
- Hospice
- Free parking
- Annual leave
4d
Accounts Assistant
TCMM Shutter Group Ltd —Brighton and Hove
- £27,000 - £31,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- QuickBooks
- IT
- Free parking
- Employee discount
Quick apply
3d
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
10d
Accounts Receivable Analyst
Bupa —Brighton and Hove
- £24,900 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Organisational skills
- Communication skills
- Employee discount
- Gym membership
Quick apply
Accounts Administrator
Southernbrook Lettings —Chichester
- £24,420 - £29,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
Quick apply
Commercial Account Handler
Howden Group Holdings —Worthing
- Full-time
- Hybrid work
- Employee discount
Procurement Officer
By Firefly Ltd —Brighton
- From £39,000 a year
- Full-time
- English
- Contracts
- In-person
- Annual leave
- Employee discount
Quick apply
2h
Trainee IT Consultant (Business and Finance)
Innovate Tax —Bognor Regis
- Full-time
- Oracle
- No experience needed
- Travel
- Annual leave
- Employee assistance programme
Business Insights Analyst x 2
SmartestEnergy —Worthing
- £38,000 - £40,000 a year
- Hybrid work
- Sales
- Data analysis skills
- Presentation skills
Quick apply
4d
Junior Business Analyst
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- No degree
- Communication skills
- Employee discount
Quick apply
1d
FP&A Analyst
Rayner Intraocular Lenses —Worthing
- Full-time
- Oracle
- In-person
- Accounting
- Work from home
- Referral programme
1d
Procurement & Contract Performance Manager - Energy
SmartestEnergy —Worthing
- £68,000 - £75,000 a year
- Hybrid work
- Travel
- Contracts
- Negotiation
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
10d
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

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Senior Financial Services Administrator

Pebble Independent Financial Services Ltd
Shoreham by Sea

Quick apply

Job details

Full-time
From £35,000 a year
4 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

finance jobs in worthing

Senior Financial Services Administrator

Accounts Assistant

Financial Planner

Deputy Town Clerk and Finance Manager

Procurement and Contracts Manager

Finance Administrator

Procurement and Contracts Manager

Accounts Assistant

Senior Accounts Administrator

Accounts Receivable Analyst

Accounts Administrator

Commercial Account Handler

Procurement Officer

Trainee IT Consultant (Business and Finance)

Business Insights Analyst x 2

Junior Business Analyst

FP&A Analyst

Procurement & Contract Performance Manager - Energy

Financial Planner (Virtual)

Purchase Ledger/Accounts Payable Administrator

I want to receive the latest job alerts for finance in worthing

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