Administrator

Harper Recruitment; England; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading recruitment firm is seeking a Financial Services Administrator to join their team in Fareham. The role involves processing applications, validating documentation, and maintaining client databases in a supportive, rewarding environment. Candidates must have prior experience in IFA Administration, especially in a regulated environment. The position offers a competitive salary of £30,000 DOE, a hybrid working pattern, and excellent career progression opportunities. Apply now to be part of a vibrant team dedicated to success.

Benefits

Yearly bonus payments

Flexible benefits tailored to suit you

Investment in learning and development

Career progression opportunities

Qualifications

• Previous experience in a similar IFA Administration support role is essential.
• Experience working within Financial Planning, Wealth Management, and FCA regulated environment.
• Basic Financial planning knowledge is advantageous.

Responsibilities

• Process applications both electronically and manually.
• Validate ID and associated documentation.
• Maintain the integrity of the client database.
• Manage and prioritize a busy workflow.
• Receive and resolve inbound telephone calls.
• Document creation and storage management.

Skills

Experience in IFA Administration

Organizational skills

Strong communication skills

Financial planning knowledge

Proficient with MS Office - Excel

Tools

Intelligent Office system

Job description

Financial Services Administrator

£30,000 DOE + Benefits

Permanent

Fareham - Flexible working/Hybrid

Full Time Monday - Friday

Are you an experienced Administrator with experience within Financial Services, Wealth Management, or a similar sector?

If so, we have a fabulous opportunity not to be missed!

Our client is expanding and they have exciting plans, they are looking for bright, enthusiastic like-minded Administrators to join their success! Working as part of a high performing team you will support the client onboarding journey.

What will the role involve?

• Processing applications both electronically and manually
• Validating ID and associated documentation
• Maintaining the integrity of the client database - Intelligent office
• Manage and prioritise a busy workflow
• Receive, resolve or re-direct inbound telephone calls
• Document creation and storage management

Who are we looking for?

• Previous experience in a similar IFA Administration support role essential
• Basic Financial planning knowledge advantageous
• Experience working within Financial Planning, Wealth Management, FCA regulated environment
• Experience using Intelligent Office system is essential
• Strong organisational and communication skills
• Proficient with MS Office - Excel

What's in it for you?

• Vibrant culture based on trust and respect.
• Freedom to work a hybrid working pattern to suit you (2/3 office/home)
• Working as part of an established team of likeminded, driven high performing individuals.
• Investment in your learning and development.
• Yearly bonus payments in line with individual performance.
• Flexible benefits tailored to suit you
• Career progression and development opportunities
• Plus, much more!

Apply NOW to avoid disappointment! Due to the large volume of applications,

we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.

About Harper Recruitment Group:

Harper Recruitment Group has been offering high-quality recruitment services across Nottingham, Derby and the wider East Midlands since 1987, specialising in recruiting business support professionals of all levels on a permanent, contract or temporary basis.