Financial Planning Administrator

LocationFareham Salary £28000 - £32000 TypePermanent WorkplaceHybrid Ref87037 Recruiter Managing This Role An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialise in all aspects of savings, investments and retirement planning for someone to join the team based near Fareham.This company prides themselves on the amazing culture they have developed over the years.
They would like another friendly individual to join them, where you can have fun and grow.
This is an established company with L&D and team leaders to help support you through onboard and to advance your knowledge/ career.
Benefits: Up to £32,00028 days holiday plus bank holidaysOnsite parkingLife assuranceIncome protectionDISPensionFlexible benefits platform.
Hybrid working 2 days in the office Exam support with a bonus for each R0 passed first time Skills: Previous experience in a similar role within an IFA PracticeKnowledge of investment products ISAs, Pensions, BondsConfident and competent communication skills, verbal and writtenAny Financial Services qualifications are desired If this specific Financial Planning Administrator vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that arent necessarily advertised; you can send your CV to this vacancy or contact us directly.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA administrator, client services administrator, financial planning administrator, private client administrator, Client liaison, Adviser support