Financial Adviser jobs in Lindfield
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- Eastbourne OfficeEastbourne BN21 4QXEmployerActive 4 days ago
- Administrative duties to support financial adviser and paraplanners.
- Are you working currently as a financial services administrator.
- Your Mortgage RoomHybrid work in Brighton BN1 4STTypically responds within 1 dayEmployerActive 12 days ago
- Assess clients' financial situations to determine suitable mortgage options.
- Strong understanding of financial services, particularly in relation to mortgages.
Sales Account Executive
NewHiring multiple candidatesMetLife Europe DACBrighton BN1 4FR- Lead your own panel of advisers.
- Oversee an existing panel of advisers.
- Looking to develop a career in financial services.
- The Team You Will Join *.
- Andrews Property Group3.1WallingtonEmployerActive 10 days ago
- Ensure all customers are fully aware of the process they are entering into, including the costs and financial implication.
- Key Responsibilities of the role:*.
- Spring Wealth ManagementEpsomEmployerActive 4 days ago
- A busy and growing financial adviser practice are looking for someone to join their team as a PA / Administrator to assist with growing business volumes.
- Travail Employment Group - Burgess Hill3.9Hybrid work in Burgess Hill RH15 9QU
- Providing legal support to clients in collaboration with financial advisers and accountants.
- An exciting opportunity has arisen for a driven and commercially…
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- Cranleigh PersonnelHorshamEmployerActive 5 days ago
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further…
View similar jobs with this employerFidelity International3.8SurreyEmployerActive 4 days ago- We're proud to have been helping our clients build better financial futures for over 50 years.
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- Sussex PoliceLewes·
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Job Post Details
Financial Services Administrator for Financial Adviser- Salary Based on Experience
Eastbourne Office
Eastbourne BN21 4QX
Job details
Pay
- £25,000 - £32,500 a year
Job type
- Full-time
Shift and schedule
- No weekends
- Monday to Friday
Location
Eastbourne BN21 4QX
BenefitsPulled from the full job description
- Company pension
- Financial planning services
- On-site parking
Full job description
Job description
We are seeking a competent, friendly and experienced ( min 3 years in this type of role) financial services administrator to join our office in Eastbourne. You must be well organised with keen attention to detail and have a willingness to learn.
The successful applicant will support the business owner/financial planner and another staff members with administration support, to provide clients with an unsurpassed level of service, providing a vital link in the smooth running and efficiency of the business.
Candidate Requirements
- A previous role in financial services administration is considered essential for this role
- Liaising with clients and providers by phone, via their secure platform or by email and letter
- Telephone answering and message taking
- Diary and task management
- Diligent use of our back-office system INTELLIGENT OFFICE to record client details, tasks, plans etc
- Liaising with product providers to obtain and chase information
- Processing new business applications, both paper-based and online, then chasing cases through to completion
- Researching fund performance
- Preparation of illustrations and key features
- Producing client reports from various sources
- Administering fund switches and portfolio rebalances
- General office duties to include scanning, filing, photocopying, appointment booking
- Administrative duties to support financial adviser and paraplanners
- The ability to work alone and on own initiative
- Salary to be agreed reflective of experience
- 20 days holiday per calendar year pro-rata plus statutory bank holidays
- Holiday entitlement will increase with service
- Pension contribution after probationary period
Job Type: Full-time
Pay: £25,000.00-£32,500.00 per year
Benefits:
- Company pension
- Financial planning services
- On-site parking
Schedule:
- Monday to Friday
- No weekends
Application question(s):
- Are you working currently as a financial services administrator
Work Location: In person
Expected start date: 01/04/2025
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