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Financial Administrator - Burgess Hill, Burgess Hill
Client:
Location:
Burgess Hill, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
74f42963de51
Job Views:
4
Posted:
02.06.2025
Expiry Date:
17.07.2025
Job Description:
Financial Administrator - Burgess Hill
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, 3 days a week. You will be responsible for ensuring that tasks are carried out as instructed, while maintaining contact with relevant people.
Responsibilities include:
* Maintaining close contact between clients and colleagues
* Retrieving new and historic information about individual clients
* Keeping records of all communication with colleagues, clients, and third parties
* Working alongside financial advisers to gather information for financial reports
* Assessing client objectives to identify necessary solutions
* Creating and presenting suitability letters to financial advisers, adhering to company policies and regulations
* Supporting additional needs of financial advisers, such as acquiring information on processes in business, tax, and other relevant fields
* Performing duties in accordance with Financial Conduct Authority rules and regulations
* Staying updated on developments in finance to better serve clients
This is a great opportunity to join a growing and established practice and work alongside a team of professionals.
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