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Financial Planning Administrator - Burgess Hill, Burgess Hill
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Client:
Location:
Burgess Hill, United Kingdom
Job Category:
Finance
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EU work permit required:
Yes
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Job Reference:
7d9061ca348d
Job Views:
5
Posted:
05.05.2025
Expiry Date:
19.06.2025
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Job Description:
Financial Planning Administrator - Burgess Hill
We are seeking a Financial Planning Administrator to join our client's team near Burgess Hill. The ideal candidate will have experience working in wealth management or mortgages. Your main duties will include supporting financial and mortgage advisers, maintaining client relationships, and providing administrative support.
Our client offers significant career development opportunities, making this an excellent role for progression.
Responsibilities:
* Produce client portfolio valuations from various investment providers.
* Prepare quotations, application forms, and fund fact sheets for adviser meetings.
* Process new business applications, update client databases, and maintain records.
* Create Letters of Authority for new clients.
* Generate documents for switches, encashments, etc.
* Ensure compliance on all new business cases.
* Follow up weekly on new and existing business inquiries.
Experience & Qualifications:
* Experience in financial services, preferably investments, but other areas are also considered.
* IT literate with knowledge of MS Office (Excel, Word, Outlook, Teams).
* Detail-oriented with excellent organizational skills.
* Ability to manage workload effectively.
* Strong interpersonal skills.
This is a part-time position, ideally three days per week, based in the office.
Application Process:
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