Vacancy Title: Senior Financial Planning Administrator
Contract Type: Permanent
Location: Fareham
Salary: £26,000 - £30,000
REF: 1201003
Contact Name: Tegan
Contact Email:
Vacancy Published: 1 day ago

Vacancy 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.  

A fun, dynamic yet professional environment. There’s rarely a dull moment so you must have bags of energy and be willing to initiate and drive what needs to be done. There's parking, laughter and an office dog!

You will be joining a forward thinking and innovative firm of Independent Financial Advisers and you will become part of a friendly team who work hard for their clients to give them absolute clarity, understanding and confidence.
This role requires someone with existing financial planning administration experience and ideally level 4 qualified or working towards this. 
Duties include:
  • Servicing clients and supporting IFAs, with emphasis on the more technical aspects of financial services administration.
  • Pensions, investment and protection administration for new & existing  arrangements.
  • Analysing existing arrangements, researching new plans & preparing client discussion documents.
  • Obtaining & preparing illustrations and new business submission.
  • Liaising with our outsourced paraplanners.
  • Checking financial planning reports for technical accuracy
  • 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 
£24,000 - £30,000 

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