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Financial Services



Type of Position: Financial Planning Administrator - Bolney
Pay: £25k - £30k

Financial Planning Administrator - Bolney

We are looking for a Financial Planning Administrator to join our clients team based near Bolney. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main duties will include working alongside financial advisers and mortgage advisers to provide administrative support, along with growing and maintaining a relationship with their clients. 

Our client provides plenty of career support, so if progression is something that is important to you then this could be the perfect opportunity.



  • To produce client portfolio valuations from various investment providers
  • To produce all quotations, application forms and fund fact sheets for the Advisor's prior to client meetings
  • To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
  • To produce Letters of Authority for new clients to service policies
  • To produce any Letters/Forms required for switches, encashments etc.
  • Ensure compliance requirements are met on all new business cases
  • Weekly chasing of all new business cases
  • Weekly chasing of all existing business enquiries

Experience & Qualifications

  • Ideally someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of financial as we know most areas are transferable in skills.
  • IT literate
  • Numerate and literate with some knowledge various administrative process ideally Investments or financial.
  • Proven ability to demonstrate precise attention to detail.
  • Experienced in managing and prioritising own workload.
  • Experience of MS Office inc. Excel, Word, Outlook and Teams.
  • Excellent interpersonal skills.
  • Excellent organisational and planning skills with the ability to multi-task.

This position will be a part-time role, ideally 3 days each week based in their office.


If you are interested in applying for this role, then please send a copy of your CV to 

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