Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Fareham
Reference: 1201003
Contact Email:
Job Published: November 12, 2021 17:32

Job Description

My client, a smaller family run firm who offer independent financial advice that pride themselves on the first-class service they provide their clients are looking to expand due to the continued success of the business and are now recruiting for a bright and driven individual to join the administration team! This is a fantastic firm to join if you have desires of developing your career further within financial advice as they are more than happy to offer exam support both financially and study time.  
This role requires someone with exceptional attention to detail and accuracy. You will receive full training and support and a chance to progress your career in the Financial Services industry.
Duties include:
  • Preparing files for meetings
  • Updating and maintaining the internal systems and documents
  • Liaising with external providers
  • Building relationships with clients, responding to queries via phone, face to face and in writing
  • Pensions, investment and protection administration for new & existing arrangements
  • Responsibility for office running to include ordering and maintaining stationery/equipment supplies.
  • General office and admin duties, including daily post, scanning and visitor hospitality.
  • Assisting in ad-hoc projects and cases
About you:
  • You will ideally have 2 or more years’ administration experience, preferably within an IFA office or in financial services industry.
  • Excellent Communication Skills - you must be able to communicate well both written and verbally
  • Excellent organisational skills with the ability to prioritise effectively
  • Confident, resilient and positive by nature with a can-do attitude
  • Enjoy working in an open office and being part of a friendly and open team

Financial Planning Administrator
Monday - Friday 
£23,000 - £26,000 (negotiable)

There is a fantastic benefits package on offer for this role too!
If you are interested in finding out more on this role, please call Tegan Sillett on 02392455422 or email

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