As the Financial Services Administrator you will be a friendly and professional point of contact for clients and enquiries (by phone, email and in person).
Independent financial advisory practice providing bespoke financial planning solutions throughout Sussex have an opening for Financial Services Administrator to join their financial planning team based in Eastbourne.
You will organise existing and prospective client meetings and prepare client documentation required.
Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join their Eastbourne based team.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
The Accounts Administrator role is integral to the accounting and finance team within our clients busy team.
The successful candidate will be responsible for managing client and office accounts, ensuring all financial transactions are accurately recorded and processed in a timely manner.
Our client based in Eastbourne has a strong reputation for excellence and a commitment to providing high-quality services, they have a dedicated team of professionals who take pride in their work.
Our chartered clients has been offering financial advice to new and existing clients for over 25 years, and has built a reputation for excellence, they are now looking to recruit an experienced financial services experienced office manager, to supervise the administration staff including pension and investment paraplanners, as well as mortgage paraplanners.
Overview
A well-established wealth management firm based in Hailsham, requires an experienced financial services professional to act as the office manager, supervising a team of administration staff, as well as working closely with the business owner, acting as the first point of contact to existing clients, dealing with general enquiries, and ensuring the smooth running of the IFA firm.
Main Duties
A rare opportunity for an experienced financial services professional to join a very well established financial advisory firm based in Hailsham as an office manager, ensuring the smooth running of the company in the absence of the business owner, as well as assisting the existing clients with general enquiries.
Liaising with clients and entering payroll data from start to finish accurately.
General
You will have working knowledge of computerised payroll software (we use PayCircle and will provide comprehensive training).
Based in our small and friendly payroll team in Uckfield, East Sussex, you will have current payroll experience and be confident in managing a diverse client portfolio (consisting of weekly, fortnightly and monthly payrolls), dealing with all client queries in relation to the same.