Financial Administrator - Burgess Hill

TN United Kingdom; Burgess Hill; On-site; GBP 25,000 - 35,000; Part time

Job summary

An established industry player seeks a Financial Administrator to support their practice in Burgess Hill. In this part-time role, you will engage with clients, document communications, and collaborate with financial advisers to create comprehensive financial reports. This position offers a fantastic opportunity to grow within a dynamic team while adhering to regulations set by the Financial Conduct Authority. If you are passionate about finance and client service, this role is perfect for you.

Qualifications

• Experience in financial administration and client communication.
• Strong understanding of financial regulations and compliance.

Responsibilities

• Maintain communication between clients and colleagues.
• Document communications and collaborate with financial advisers.

Skills

Client Communication

Financial Reporting

Regulatory Compliance

Document Management

Education

Degree in Finance or related field

Job description

Financial Administrator - Burgess Hill, Burgess Hill

Client:

Location:

Burgess Hill, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

74f42963de51

Job Views:

8

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

Financial Administrator - Burgess Hill

Our client is seeking a Financial Planning Administrator to support their busy practice in Burgess Hill. This is a part-time role, three days a week. You will be responsible for executing tasks as instructed and maintaining communication with relevant parties.

Your responsibilities will include:

• Maintaining contact between clients and colleagues
• Retrieving and updating information about clients
• Documenting all communications with colleagues, clients, and third parties
• Collaborating with financial advisers to gather information for financial reports
• Assessing client objectives to determine appropriate solutions
• Creating and presenting suitability letters in accordance with company policies and regulations
• Supporting financial advisers with additional needs, such as information on business processes, tax, and other relevant fields
• Adhering to rules and regulations set by the Financial Conduct Authority
• Staying informed about developments in the finance sector to better serve clients

This is an excellent opportunity to join a growing, established practice and work alongside a team of professionals.

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Created on 26/04/2025 by TN United Kingdom