Current jobs related to Financial Planning Administrator - Mid Sussex West Sussex - Recruit Wealth Ltd
-
Independent Financial Adviser
4 weeks ago
Mid Sussex, West Sussex, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Burgess Hill At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...
-
Financial Services Administrator
5 months ago
Sussex, United Kingdom Clark James Recruitment Full timeClark James Recruitment are working with a leading Financial Services business in East Sussex. Due to expansion our client have a vacancy for a Financial Services Administrator to join the team. **Role** As an administrator, your duties will vary. You may be scanning documents, putting financial information together in spreadsheets for colleagues, sending...
-
Mortgage Advisor
2 weeks ago
West Sussex, United Kingdom Quilter Financial Planning Full timeJob Description Job Title: Mortgage Advisor Location: West Sussex and Hampshire Job Type: Full-Time About Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals. As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their...
-
Mortgage Advisor
3 months ago
West Sussex, United Kingdom Quilter Financial Planning Full timeJob Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...
-
Mortgage Advisor
3 months ago
West Sussex, United Kingdom Quilter Financial Planning Full timeJob Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...
-
Independent Financial Adviser
4 weeks ago
Mid Sussex, West Sussex, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Burgess Hill At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate...
-
IFA Administrator
4 weeks ago
Mid Devon, Devon, United Kingdom Premier Jobs UK Full time €26,000This IFA Administrator job in Tiverton provides you the opportunity to join a growing IFA firm In this IFA Administrator role, you will be supporting their growing team of Financial Advisors, who provide excellent financial planning to their clients. The business is ideally seeking an individual with previous experience within financial planning sector or...
-
Mortgage Advisor
3 months ago
West Sussex, UK, South East England, United Kingdom Quilter Financial Planning Full timeJob Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...
-
Financial Planning Administrator
4 weeks ago
West Bridgford, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking an experienced IFA Administrator to join our team at North Oak Recruitment. The successful candidate will have a strong background in administration, with a focus on financial planning and services.Key ResponsibilitiesProcess authority letters and gather financial data for new clients and annual reviews.Prepare application forms...
-
Financial Planning Administrator
3 weeks ago
West Bridgford, Nottinghamshire, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Planning Administrator to join our team at North Oak Recruitment. The ideal candidate will have a minimum of two years' experience in administration within a financial planning company.Key Responsibilities• Processing authority letters and gathering financial data for new clients and annual reviews•...
-
Office Administrator
5 months ago
Sussex, United Kingdom Detailed Estimating Ltd Full timeResponsibilities: - Assist with office operations and procedures - Operate in conjunction with and together with the Director. - Download information and create physical files. - Advise Clients of Project progress and finishing date. - Create Excel spreadsheets from hand written manuscripts. - Raise invoices and maintain simple books using our system. -...
-
Ifa Administrator
5 months ago
Sussex, United Kingdom The Path Full time**IFA Administrator - Team Leader** The Path, an IFA that specialises in ethical, green and positive impact investment strategies, are seeking an experienced IFA Administrator Team Leader to join their highly motivated team. **The Role** Lead the Operations team in providing administrative support to the business; processing new business, being a main...
-
Financial Services Administrator
1 month ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJunior Paraplanner Job DescriptionWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key Responsibilities:Collate client information and...
-
Financial Services Administrator
1 month ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJunior Paraplanner Job DescriptionWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key Responsibilities:Collate client information and...
-
Administrator - Hospital Social Work Team - East
5 months ago
West Sussex, United Kingdom Veesupportservices Ltd Full time**Job Description & Person Specification** **Hospital Social Work Team** **Administrator** **Join us - make a difference in our communities** You will be part of a Hospital Social Work Team providing the administrative support for the Hospital Social Work Professionals and other colleagues working with customers within the Adult Hospital Social care...
-
Management Accountant Hybrid/Office
4 weeks ago
Mid Sussex, West Sussex, United Kingdom SAAF Education Full timeUniveristy of Brighton Academies are looking for a management accountant - The role will be based from home, with regular travel to the Trust's Office in Burgess Hill and occasional visist to sites across East and West Sussex. The Management Accountant will be responsible for providing valuable financial information, analysis, and support to assist leaders...
-
Administrator
5 months ago
West Sussex, United Kingdom Enerveo Full timeWest Sussex, United Kingdom- Permanent - Full Time**ADD TO FAVOURITES** **Enerveo is a multi-disciplinary contracting business, with more than 30 years of experience and we have the skills and expertise to deliver complex projects in complex environments across a number of different service lines.** **From managing over 1 million street lights, to rolling...
-
Financial Services Administrator
3 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeRole OverviewWe are seeking a highly motivated and organized individual to join our team as a Junior Paraplanner. As a key member of our team, you will be responsible for providing administrative support to our financial advisors and assisting with the preparation of client reports and suitability letters.Key ResponsibilitiesCollate client information and...
-
Finance Director- hybrid
4 weeks ago
Mid Sussex, West Sussex, United Kingdom Lloyd Recruitment - East Grinstead Full time €60,000Lloyd Recruitment is pleased to be working with a growing organisation in search of an experienced Director of Finance to lead their financial operations and strategic initiatives. In this pivotal role, you will partner with senior leadership to drive financial performance, ensure compliance, and support the organisation's growth trajectory. Salary...
-
Financial Services Administrator
3 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeRole OverviewWe are seeking a highly organized and detail-oriented individual to join our team as a Junior Paraplanner. As a key member of our financial services team, you will be responsible for providing administrative support to our clients and colleagues.Key ResponsibilitiesCollate client information and product research to prepare suitability letters,...
Financial Planning Administrator
2 months ago
Recruit Wealth are representing a highly successful, independent, Financial Planning business 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
- 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
