Administrator

Harper Recruitment; Fareham; Hybrid; GBP 27,000 - 33,000; Full time

Job summary

A recruitment firm is seeking a Financial Services Administrator in Fareham. This role involves processing applications, validating documentation, and maintaining client databases. Ideal candidates will have experience within Financial Planning or Wealth Management, and proficiency in using Intelligent Office. The position offers a hybrid working model, annual bonus, and opportunities for career development. Apply now to become part of a vibrant and supportive team.

Benefits

Flexible benefits

Yearly bonus payments

Career progression opportunities

Qualifications

• Previous experience in a similar IFA Administration support role essential.
• Experience working within Financial Planning, Wealth Management, FCA regulated environment.
• Strong organisational and communication skills.

Responsibilities

• Processing applications both electronically and manually.
• Validating ID and associated documentation.
• Maintaining the integrity of the client database.

Skills

Organisational skills

Communication skills

Basic Financial planning knowledge

Proficient with MS Office - Excel

Tools

Intelligent Office

Job description

Financial Services Administrator

GBP30,000 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.

Looking for something different? Visit our website today for a list of live vacancies or send an up‑to‑date CV to (url removed).