Financial Administrator - Burgess Hill

Artemis Recruitment Consultants; Burgess Hill; On-site; GBP 25,000 - 35,000; Part time

Job summary

A growing financial practice in Burgess Hill is seeking a part-time Financial Administrator to facilitate communication and support financial advisers. This role involves close client interaction, record-keeping, and adherence to regulatory standards, providing a dynamic entry into the finance sector.

Qualifications

• Ability to maintain close client contact and communication.
• Experience in financial administration preferred.
• Knowledge of Financial Conduct Authority rules.

Responsibilities

• Maintain communication between clients and colleagues.
• Gather information for financial reports with advisers.
• Perform duties in compliance with regulatory standards.

Skills

Communication

Financial Knowledge

Record Keeping

Job description

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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.