Financial Administrator Specialist

10 hours ago


Haywards Heath, West Sussex, United Kingdom CV Library Full time
Financial Planning Administrator

We are seeking a skilled and detail-oriented Financial Planning Administrator to join our team at CV Library.

This role involves providing administrative support to our clients' financial planning activities, ensuring accuracy and efficiency in all aspects of the job.

Main Responsibilities:
  • Update client records and manage data accurately.
  • Process financial transactions and maintain FCA compliance.
  • Extract relevant information from various systems and platforms.
  • Communicate effectively with clients and stakeholders.

A competitive salary of £30,000 - £40,000 per annum reflects the importance of this role in supporting our clients' success. We offer a range of benefits, including training and development opportunities, to help you grow your career in financial services.



  • Haywards Heath, West Sussex, United Kingdom Pro Talent Full time

    Job Overview:  Pro Talent is seeking a skilled Financial Administrator to join their team. This role involves managing payrolls of varying sizes, liaising with HMRC and clients, and providing high levels of service and support.About the Role:  As a Payroll and Accounts Specialist at Pro Talent, you will be responsible for managing weekly, fortnightly,...


  • Haywards Heath, West Sussex, United Kingdom Pro Talent Full time

    We are seeking a skilled Financial Administrator to join our dynamic team at Pro Talent. The successful candidate will be responsible for performing bookkeeping duties for various clients using Xero, Quickbooks, Freeagent, and Clearbooks.The ideal candidate will have demonstrable bookkeeping experience, familiarity with cloud bookkeeping software,...


  • Haywards Heath, West Sussex, United Kingdom ProTalent Limited Full time

    About the Role: We are seeking an organised and methodical Administrative Support Specialist to join our team at ProTalent Limited in Haywards Heath. As a key member of our administration department, you will be responsible for providing general day-to-day support to our accountants. Your duties will include filing and scanning documents, dealing with post,...


  • Haywards Heath, West Sussex, United Kingdom Austin Fraser Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Management Specialist to join our team at Austin Fraser. As a key member of our finance department, you will be responsible for ensuring the smooth running of our transactional finance operations and providing an efficient service to the business.Your primary focus will be on delivering...

  • Financial Specialist

    10 hours ago


    Haywards Heath, West Sussex, United Kingdom Protalent Full time

    Job OverviewWe are looking for a financial specialist to join our team at Protalent. This role involves preparing statutory accounts, management accounts, and bookkeeping in accordance with UK GAAP.Preparing Statutory Accounts:  Accurate preparation of statutory accounts and audited accounts.  Collaborating with partners and team members to ensure timely...


  • Haywards Heath, West Sussex, United Kingdom CV Library Full time

    Financial Planning AdministratorCV Library is recruiting a highly skilled Financial Planning Administrator to support our clients' growth in the financial services industry.This exciting opportunity allows the successful candidate to develop their skills and expertise in financial planning administration, with the potential for career advancement and...


  • Haywards Heath, West Sussex, United Kingdom First Recruitment Services Full time

    Job Summary: We are seeking a highly skilled and organized Administrative Support Specialist to join our team at First Recruitment Services. As an integral part of our operations, this role will provide administrative support to our clients, ensuring seamless day-to-day operations.In this position, you will be responsible for drafting invoices, maintaining...


  • Haywards Heath, West Sussex, United Kingdom Page Personnel Sales Full time

    We are recruiting a skilled Accounting Administrator to join our team at Page Personnel Sales. The successful candidate will be responsible for providing administrative support to the accounting department, with a focus on financial tasks such as invoicing, bank reconciliation, and sales and purchase ledger management.This role requires AAT or QBE...


  • Haywards Heath, West Sussex, United Kingdom First Central Services UK Ltd Full time

    Are you passionate about finance systems and eager to make a real impact in a vibrant environment? We're looking for a skilled Financial Systems Specialist to support our Group Finance Systems Manager in the smooth operation, maintenance, and enhancement of our core financial applications, Workday and TM1.As a key member of our Finance team, you'll design,...


  • Haywards Heath, West Sussex, United Kingdom TPF Recruitment Full time

    Job OverviewTPF Recruitment is proud to be representing a distinguished independent firm in Sussex, which has experienced remarkable growth over the past few years. This opportunity allows an experienced Bookkeeper to join their thriving team in Haywards Heath.Key ResponsibilitiesMaintain accurate and up-to-date financial records for a diverse portfolio of...


  • Haywards Heath, West Sussex, United Kingdom Voltix Services Ltd Full time

    Job Summary: We are seeking a skilled Financial Operations Coordinator to join our team at Voltix Services Ltd. In this part-time role, you will be responsible for ensuring the smooth running of financial operations across various departments. This is an excellent opportunity for someone with experience in finance administration and strong organizational...


  • Haywards Heath, West Sussex, United Kingdom Page Personnel Sales Full time

    Page Personnel Sales is seeking a highly organized and detail-oriented Administrative Accountant to join our team. The successful candidate will be responsible for assisting with financial tasks such as invoicing, bank reconciliation, and sales and purchase ledger management.We are looking for someone with AAT or QBE qualifications and strong Excel and...


  • Haywards Heath, West Sussex, United Kingdom CV Library Full time

    Financial Planning AdministratorWe are seeking a skilled Financial Planning Administrator to join our team at CV Library. This role presents an excellent opportunity for individuals looking to develop their career in financial services.The successful candidate will have the opportunity to cater for training, development, progression, exam support and a...


  • Haywards Heath, West Sussex, United Kingdom Page Personnel Full time

    About the CompanyPage Personnel is a dynamic and forward-thinking organisation based in Haywards Heath. We are seeking a talented and motivated Accounts Assistant to join our team on a permanent basis.Job DescriptionThe successful candidate will be responsible for a range of tasks, including:Invoicing clients and managing financial recordsPerforming bank...


  • Haywards Heath, West Sussex, United Kingdom Vermelo RPO Full time

    Job SummaryWe are seeking a highly skilled Accounting and Financial Reconciliation Specialist to join our team at Vermelo RPO, providing expert accounting and financial reconciliation services. This role is ideal for a qualified accountant with solid experience in the insurance industry and a strong working knowledge of Solvency II regulations.About the...


  • Haywards Heath, West Sussex, United Kingdom CV-Library Full time

    Job OverviewVermelo RPO is seeking a talented Financial Reporting Specialist to join our team. The successful candidate will be responsible for producing and reconciling technical data for statutory accounts and regulatory returns, covering coinsurance, quota share, XOL declarations, and tax filings.About the RoleAs a key member of our finance team, you will...


  • Haywards Heath, West Sussex, United Kingdom Sussex Police Full time

    **Job Summary**Sussex Police is seeking a highly organized and detail-oriented Administrative Assistant to join its Crime Unit. As an Administrative Assistant, you will be responsible for managing crime files, updating records, and assisting with victim letters and updates to partnership agencies.We are committed to creating a safe and welcoming environment...


  • Haywards Heath, West Sussex, United Kingdom Enable Recruitment Full time

    We are thrilled to partner with a well-established independent financial advice firm looking to expand its support team.If you're a detail-oriented professional with a passion for financial planning and client service, we'd love to hear from you.Prepare and process business for new and existing clientsProvide administrative support for our paraplanners and...


  • Haywards Heath, West Sussex, United Kingdom First Recruitment Services Full time

    About the Role: First Recruitment Services is seeking a highly skilled Financial Operations Coordinator to join our team. In this role, you will be responsible for providing administrative support, including drafting invoices, maintaining client ledgers, handling correspondence, and coordinating travel itineraries.The successful candidate will have advanced...


  • Haywards Heath, West Sussex, United Kingdom Clearline Recruitment Ltd Full time

    A well-respected family-built business with a strong presence in the local community seeks an experienced Executive Assistant to join their team.The company values its employees and offers a competitive salary package, including an estimated annual salary of £38,000 - £45,000, with an additional bonus structure in place.About the Role:The successful...