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Financial Services Administrator at Finura - ApplyBlast

Financial Services Administrator

Finura

24 days ago

Worthing, England, United Kingdom

Onsite

Full Time

Medior

0 applicants

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About this role

Sussex Retirement Planning is seeking a highly organised and proactive Administration Executive to join their small, close-knit team in Worthing. This role plays a central part in supporting advisers and ensuring an outstanding client experience within an independent financial advisory practice. The position offers a competitive salary, flexible working arrangements, and opportunities for professional growth.

Responsibilities

Process new business, switches, and client withdrawals with providers
Manage annual review process and client valuations
Coordinate tax reporting and compliance requirements

Skills

About Finura

finura.co.uk

Chartered financial planners providing personalised advice on wealth, retirement and investing, to help you plan with clarity and confidence. Let's explore what's next for you.