Financial Planning Assistant

2 weeks ago


Hailsham, East Sussex, United Kingdom CV Library Full time
Financial Planning Administrator

We are a leading, independent Financial Planning business in East Sussex seeking an experienced administrator to support our Paraplanners & Financial Planners.

This role offers excellent career prospects for those looking to develop their skills and progress within the industry.

You will be responsible for:

  • Updating client records and plan data
  • Extracting information from platforms on portfolios and fund performance
  • Ensuring financial transactions are completed correctly and files are FCA compliant

The estimated salary for this role is £28,000 - £38,000 per annum, depending on experience. The business offers a supportive environment with regular appraisals and annual salary reviews.



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