Financial Planning Administrator - Burgess Hill

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

Job summary

An established industry player is seeking a Financial Planning Administrator to join their team in Burgess Hill. This part-time role offers an exciting opportunity to support financial and mortgage advisers while maintaining strong client relationships. The ideal candidate will have a background in financial services, particularly in investments, and possess excellent organizational and interpersonal skills. With significant career development opportunities, this position is perfect for those looking to progress in their financial career. Join a dynamic team and contribute to meaningful financial planning solutions.

Qualifications

• Experience in financial services, preferably investments.
• Detail-oriented with excellent organizational skills.

Responsibilities

• Produce client portfolio valuations from various investment providers.
• Prepare quotations and application forms for adviser meetings.
• Ensure compliance on all new business cases.

Skills

Financial Services Experience

IT Literacy

Organizational Skills

Interpersonal Skills

Tools

MS Office (Excel, Word, Outlook, Teams)

Job description

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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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