Financial Planning Administrator
2 months ago
Recruit Wealth are representing a highly successful, independent, Financial Planning business in East Sussex who are currently looking to recruit a Financial Planning Administrator to join their brilliant team.
Our client is modern and highly ethical business where client outcomes are at the forefront of everything they do. They deal with private clients/individuals relating to pension, investment advice working towards ensuring financial security with their expert guidance.
The practice is recognised as a leading, independent Financing Planning business in the area with an enviable reputation. Staff retention and well-being are second to none.
You will be working alongside experienced team members offering administration support to the Paraplanners & Financial Planners.
Overview of the role is detailed below:
- Delivering the highest possible level of client service, consistent with developing and maintaining outstanding relationships
- Preparing documentation packs for Advisers ahead of client reviews and new client meetings
- Processing letters of authority and subsequent information requests
- Keeping client records updated at all times, updating client plan data and scanning any policy details or correspondence to client files
- Extracting information from platforms on portfolios and fund/plan performance
- Preparation of correspondence including letters and emails
- Assisting with both incoming and outgoing post
- Ensure that financial transactions are completed correctly and files are fully FCA compliant
- Assist with the arrangement of client meetings when required
- Sharing responsibility of answering inbound calls and greeting visitors
- Calling clients to provide timely updates on the status of their cases
- Project work and other ad-hoc tasks
Skills, knowledge and experience:
- Polite, courteous and professional in conduct
- Excellent telephone manner
- Ability to compose well written client emails and letters using accurate grammar
- Experience in Financial Services and/or professional industry would be advantageous
- A good base knowledge of IT systems including MS Office applications
- An ability to pick up technical knowledge and systems quickly
- Good attention to detail
- Strong organisational skills and ability to work independently
- Energy, enthusiasm and drive
- Flexible attitude with strong agile thinking
- Good team player
The business offers a rewarding career for all their staff with excellent management support, regular appraisals alongside annual salary reviews.
This is a superb opportunity and one that can cater for training, development, progression, exam support and a potential route to Paraplanning if desired.
Recruit Wealth have supported the business for many many years, we hold the practice in extremely high regard.
An excellent salary, company benefits and superb modern offices are all available.
Please apply to us here at Recruit Wealth for an immediate response.
-
Financial Planning Administrator
1 month ago
Uckfield, United Kingdom CV-Library Full timeRecruit Wealth are representing a highly successful, independent, Financial Planning business in East Sussex who are currently looking to recruit a Financial Planning Administrator to join their brilliant team. Our client is modern and highly ethical business where client outcomes are at the forefront of everything they do. They deal with private...
-
Financial Administrator
3 weeks ago
Uckfield, East Sussex, United Kingdom Candid Recruit Full timeFinancial AdministratorWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Candid Recruit. As a Financial Administrator, you will be responsible for providing administrative support to our Client Manager with financial tasks and Xero bookkeeping associated with a property letting portfolio.This role...
-
Financial Administrator
3 weeks ago
Uckfield, East Sussex, United Kingdom First Recruitment Services Full time £28,000 - £32,000Accounts Administrator RoleWe are seeking a skilled Accounts Administrator to join our team at our offices. As a key member of our operations team, you will be responsible for undertaking invoicing, credit control and reconciliation duties. You will also be required to maintain and organise up to date financial records using Xero, manage account receivables...
-
Financial Administrator
3 weeks ago
Uckfield, East Sussex, United Kingdom ProTalent Limited Full timeProTalent Limited is seeking a highly skilled Financial Administrator to join their team in Uckfield. As a Financial Administrator, you will be responsible for general day-to-day bookkeeping, posting month-end journals, reviewing VAT returns, and preparing and reviewing management accounts.This is a client-facing role, requiring strong double-entry...
-
Financial Administrator
3 weeks ago
Uckfield, East Sussex, United Kingdom Pro Talent Full timeAre you a detail-oriented bookkeeper looking for a new challenge? Pro Talent is seeking a skilled Financial Administrator to join our team in Uckfield. As a Financial Administrator, you will be responsible for general day-to-day bookkeeping, posting month-end journals, reviewing VAT returns, and preparing and reviewing management accounts.This role is ideal...
-
Financial Administrator
3 weeks ago
Uckfield, East Sussex, United Kingdom Protalent Full timeAre you a detail-oriented bookkeeper looking for a new challenge? Protalent is seeking a skilled Financial Administrator to join our team in Uckfield. As a Financial Administrator, you will be responsible for general day-to-day bookkeeping, posting month-end journals, reviewing VAT returns, and preparing and reviewing management accounts. This role requires...
-
Financial Administrator
1 month ago
Uckfield, United Kingdom Candid Recruit Full timeJob Title: Finance AssistantWe are seeking a highly organized and detail-oriented Finance Assistant to join our team at Candid Recruit. As a key member of our team, you will be responsible for providing administrative support to our Client Manager with financial tasks and Xero bookkeeping associated with a property letting portfolio.This is a part-time...
-
Financial Administrator
1 month ago
Uckfield, United Kingdom Candid Recruit Full timeJob Title: Finance AssistantWe are seeking a highly organized and detail-oriented Finance Assistant to join our team at Candid Recruit. As a key member of our team, you will be responsible for providing administrative support to our Client Manager with financial tasks and Xero bookkeeping associated with a property letting portfolio.This is a part-time...
-
Financial Administrator
3 weeks ago
Uckfield, East Sussex, United Kingdom Protalent Full timep>Are you a detail-oriented and organized individual with a passion for finance?We are seeking a highly skilled Bookkeeper to join our team at Protalent in Uckfield. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing and reviewing financial statements, and ensuring compliance with financial...
-
Accounts Administrator
1 month ago
Uckfield, United Kingdom CV-Library Full timeWe are delighted to be partnered with our small but very established, successful and friendly client as they seek to recruit an Accounts Administrator to join their team at their offices close to Uckfield. My client has been trading very successfully within their industry for over 20 years. This role is a full time role (Mon-Fri) (Apply online only). Great...
-
Financial Operations Assistant
3 weeks ago
Uckfield, East Sussex, United Kingdom Sammons Recruitment Ltd Full timeSeeking a skilled Financial Operations Assistant to join our team at Sammons Recruitment Ltd. This exciting opportunity is perfect for a detail-oriented individual with a passion for finance.Key Responsibilities:Assist in preparing financial documents, such as invoices, expense reports, and purchase orders.Update and maintain financial records in the...
-
Accounts Administrator
4 weeks ago
Uckfield, East Sussex, United Kingdom First Recruitment Services Full timeAccounts Administrator OpportunityWe are excited to partner with our esteemed client, a thriving business with over 20 years of experience in their industry, to find a skilled Accounts Administrator to join their team.This is a full-time role, Monday to Friday, 0800-1700, offering a great opportunity to work for a growing business on a local level.As an...
-
Accounts Administrator
4 weeks ago
Uckfield, East Sussex, United Kingdom First Recruitment Services Full timeAccounts Administrator OpportunityWe are excited to partner with our esteemed client, a thriving business with over 20 years of experience in their industry, to find a skilled Accounts Administrator to join their team.This is a full-time role, Monday to Friday, 0800-1700, offering a great opportunity to work for a growing business on a local level.As an...
-
Accounts Administrator
4 weeks ago
Uckfield, East Sussex, United Kingdom First Recruitment Services Full timeAccounts Administrator OpportunityWe are excited to partner with our esteemed client, a successful and friendly business, to recruit an Accounts Administrator to join their team at their offices in a rural location.This is a full-time role, Monday to Friday, 0800-1700, offering a great opportunity to work for a growing business on a local level.The ideal...
-
Accounts Administrator
1 month ago
Uckfield, East Sussex, United Kingdom First Recruitment Services Full timeAccounts Administrator OpportunityWe are excited to partner with our esteemed client, a successful and friendly business, to recruit an Accounts Administrator to join their team at their offices in a rural location.This is a full-time role, Monday to Friday, 0800-1700, offering a great opportunity to work for a growing business on a local level.The ideal...
-
Financial Assistant
3 weeks ago
Uckfield, East Sussex, United Kingdom Office Angels Full time £35,000Job Title: Financial AssistantWe are seeking a highly skilled Financial Assistant to join our team at Office Angels. As a Financial Assistant, you will be responsible for providing administrative support to the Finance Director and assisting with key processes within the Finance Function.Key Responsibilities:Assist the Finance Director with the preparation...
-
Part Time Office Administrator
3 weeks ago
Uckfield, East Sussex, United Kingdom The Recruitment Lab Full timeFinance and Office AdministratorThe Recruitment Lab is seeking a highly skilled Finance and Office Administrator to join their busy team. As a key member of the team, you will provide administrative support across several functions and departments, including financial correspondence, allocating payments, sending statements and reminders to overdue accounts,...
-
Payroll Administrator
5 months ago
Uckfield, United Kingdom Crowe Watson Recruitment Full time**Payroll Administrator - Chartered Accountancy Firm, Uckfield** Crowe Watson Recruitment is thrilled to announce an exciting opportunity for a Payroll Administrator on behalf of a prestigious Chartered Accountancy firm based in Uckfield. This esteemed firm is looking for a diligent and detail-oriented individual to join their dynamic team. The role offers...
-
Financial Analyst
2 months ago
Uckfield, East Sussex, United Kingdom Reed Full timeAccountant Role at Reed FinanceWe are seeking an experienced Accountant to join our team at Reed Finance in the Uckfield area. The ideal candidate will have a proven track record of maintaining records, preparing accounts, VAT Returns, and reports across multiple companies.Key Responsibilities:Manage and support an accounts team of 9 with 3 direct...
-
Financial Analyst
2 months ago
Uckfield, East Sussex, United Kingdom Reed Full timeAccountant Role at Reed FinanceWe are seeking an experienced Accountant to join our team at Reed Finance in the Uckfield area. The ideal candidate will have a proven track record of maintaining records, preparing accounts, VAT Returns, and reports across multiple companies.Key Responsibilities:Manage and support an accounts team of 9 with 3 direct...