The following job is no longer available:
Financial Services Administrator - Homebased

Financial Services Administrator - Homebased

Posted 8 March by Appointed ltd
Easy Apply Ended
£18,000 - £25,000 per annum
East Sussex , South East England
Permanent, full-time
Work from home
View all jobs
Posted by Appointed ltd

Sussex based financial planner seeking a home based Administrator to work alongside himself and paraplanner to look after 20M FUM, and circa 200 clients. Covering all elements of financial services administration.

Ideal candidates will be within the Sussex area, so if needed you can meet the Director. You will be provided with full IT home set up.

You will be an excellent communicator, and have a sound understanding of financial services from working in a similar role. This role could be part time or full time, with flexibility on working hours, a salary is on offer of upto £25,000 per annum, and full support towards the level 4 diploma in financial planning is available.

Day to day...

- Main contact for client queries

- Booking in annual reviews

- Chasing LOA's

- Ensuring the back office database is kept fully upto date

- Submitting new business

- Chasing third parties and providers

- General PA duties

Required skills

  • Admin
  • Administrative
  • Administrative Support
  • Financial Advice
  • Financial Advisory
  • Financial Planning
  • Financial Services
  • Wealth Management
  • PA

Reference: 52278700

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job

Not quite what you are looking for? Try these similar searches