Financial Administrator
7 months ago
Burgess Hill | On premise | £25k - £30k Pro-rata
Permanent | Part-time | PT-Burgess
Our client is looking for a **Financial Planning Administrator** to assist in their busy practice in Burgess Hill. This will be a part-time position, three days a week. You will be responsible for ensuring that every task is carried out as instructed while maintaining contact with the relevant people.
**You will be**:
- Keeping close contact between clients and colleagues
- Retrieving new and historical information about individual clients
- Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
- Working alongside financial advisers to obtain information as part of the process of creating financial reports
- Assessing objectives for individual clients to target the necessary solution
- Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
- Supporting additional needs on behalf of financial advisers, such as acquiring information on processes in business, tax and any other fields that could benefit the client
- Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
- Keeping up to date with any developments in the world of finance to benefit the needs of clients.
This is a great opportunity to join a growing established practice and work alongside a team of professionals.
-
Financial Administrator
2 weeks ago
Burgess Hill, West Sussex, United Kingdom After Build Limited Full timeJob Title: Financial AdministratorWe are seeking an experienced Financial Administrator to join our team at After Build Limited. This role will involve maintaining accurate financial records, processing accounts payable and receivable, and ensuring seamless cash flow management.Responsibilities:Maintain and reconcile financial records with high...
-
Financial Planning Administrator
3 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Planning Administrator (Part-time) RoleWe are seeking an experienced Financial Planning Administrator to join our client’s team in Burgess Hill.Main duties include administrative support for financial advisers and mortgage advisers, growing and maintaining client relationships.Key Responsibilities:Produce accurate client portfolio valuations from...
-
Financial Planning Administrator
2 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are looking for a highly skilled Financial Planning Administrator to join our client's team in Burgess Hill. As a key member of the financial services sector, this part-time role requires 3 days a week in the office. Previous experience in wealth management or mortgages is essential.Key Responsibilities:Administrative Support: Provide administrative...
-
Administrative Assistant
3 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeAdministrative Support Role - Financial ServicesWe are recruiting an experienced Administrative Assistant to provide administrative support for our financial services clients in Burgess Hill.Main tasks include supporting financial advisers and mortgage advisers, developing and maintaining strong client relationships.Key Responsibilities:Generate accurate...
-
Financial Administrator
2 weeks ago
Burgess Hill, West Sussex, United Kingdom CAE Inc Full timeAbout This RoleCAE Inc is seeking a highly skilled Financial Administrator to join its Finance division. As a key member of the team, you will be responsible for managing all activities within Accounts Receivables, ensuring timely completion and adherence to external and internal reporting requirements.We are looking for an experienced professional with 3-5...
-
Financial Planning Administrator
6 days ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are seeking a Financial Planning Administrator to join Artemis Recruitment Consultants Ltd's team based near Burgess Hill. This part-time role is ideal for individuals with previous experience in wealth management or mortgages.Key Responsibilities:Produce client portfolio valuations from various investment providers.Process all new business...
-
Senior Administrative Assistant
1 week ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe are seeking a Senior Administrative Assistant to join our team based in Burgess Hill.In this part-time role, you will provide administrative support to financial advisers and mortgage advisers, as well as growing and maintaining relationships with clients.Key ResponsibilitiesAdminister client portfolios, producing valuations and reports as...
-
Administrative Finance Expert
1 month ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are currently seeking an experienced Administrative Finance Expert to join our team at Artemis Recruitment Consultants Ltd. As a key member of our administrative team, you will play a vital role in supporting our financial advisers and ensuring that all financial operations run smoothly.Your main responsibilities will include keeping accurate records of...
-
Financial Planning Specialist
1 month ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. This is an excellent opportunity for a motivated individual to assist in the administration of financial services.The successful candidate will be responsible for maintaining close contact between clients and colleagues, retrieving new and historic...
-
Corporate Financial Services Assistant
1 month ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a skilled Corporate Financial Services Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity to develop your skills and experience in corporate finance and administration.Your main responsibilities will include supporting our financial advisers in the creation of financial reports, assessing client...
-
Junior Financial Administrator
1 week ago
Burgess Hill, West Sussex, United Kingdom Travail Employment Group Ltd Full timeAbout the PositionWe are seeking a highly motivated and organized Accounts Assistant / Bookkeeper to join our client's team. The successful candidate will be responsible for managing accounts payable and receivable, performing bank statement reconciliations, and preparing financial reports.Duties and Responsibilities:Manage accounts payable and receivable...
-
Customer Service Administrator
2 months ago
Burgess Hill, United Kingdom CV-Library Full timeThe Customer Service Administrator will be a pivotal role in the customer service department of a thriving Financial Services company. This role requires stellar communication skills and an unwavering commitment to providing top-notch service to every client. Client Details Our client is a well-established company in the Financial Services sector in...
-
Customer Service Administrator
4 weeks ago
Burgess Hill, United Kingdom Page Personnel Full timeThe Customer Service Administrator will be a pivotal role in the customer service department of a thriving Financial Services company. This role requires stellar communication skills and an unwavering commitment to providing top-notch service to every client. Client Details Our client is a well-established company in the Financial Services sector in...
-
Financial Administrator Role
3 weeks ago
Burgess Hill, West Sussex, United Kingdom Travail Employment Group Ltd Full timeAbout the Role:We are seeking a highly skilled Corporate Finance Assistant to join our team. As a Corporate Finance Assistant, you will play a key role in managing the financial aspects of our business.Key Responsibilities:Oversee accounts payable and receivable processes to ensure timely and accurate payment processing.Perform regular bank statement and...
-
Administrative Support Professional
2 weeks ago
Burgess Hill, West Sussex, United Kingdom First Recruitment Services Full timeAdministration RoleA permanent, full-time Administration Assistant position has become available at First Recruitment Services in Burgess Hill, West Sussex.This role involves providing effective support to the Operations Director, ensuring the smooth operation of the business by undertaking various administrative tasks, including finance/accounting duties,...
-
Financial Services Professional
2 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Services Professional to join their team in Burgess Hill. As a key member of the team, you will be responsible for advising clients on financial matters and providing excellent customer service.About the RoleThis exciting opportunity offers a salary of around £35,000 - £45,000 per annum,...
-
Mortgage and Financial Advisor Assistant
2 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are recruiting for a Mortgage and Financial Advisor Assistant to join our team based near Burgess Hill. This part-time role requires 3 days a week in the office, ideally with experience in the financial services sector and IT skills.Key Responsibilities:Provide administrative support to financial and mortgage advisers.Build and maintain strong...
-
Part Time Administrator
7 months ago
Burgess Hill, United Kingdom Eco Recruitment Group Full timeEco Recruitment Group are working with a well known organisation within the Financial Services Industry to recruit a part time administrator to join their team, 3 days a week. 9am to 5pm. Parking Available. The full time equivalent for this position is £27,000 pa. **Responsibilities**: - Setting up client files - Checking client documents and files for...
-
Commercial Financial Business Partner
3 weeks ago
Burgess Hill, United Kingdom Hobson Prior Full timeHobson Prior is working alongside a pharmaceutical company seeking a Commercial & Operational Business Partner. This role involves supporting regional customer account managers, compiling financial data, preparing business reviews, coordinating projects, and handling general administrative tasks to improve work efficiency. The position is remote with...
-
Commercial Financial Business Partner
3 weeks ago
Burgess Hill, United Kingdom Hobson Prior Full timeHobson Prior is working alongside a pharmaceutical company seeking a Commercial & Operational Business Partner. This role involves supporting regional customer account managers, compiling financial data, preparing business reviews, coordinating projects, and handling general administrative tasks to improve work efficiency. The position is remote with...