Administrator

Harper Finance; Fareham; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A financial services company in Fareham is seeking an experienced Financial Services Administrator to enhance their client onboarding journey. This role demands previous administrative experience, ideally in a financial sector. You will process applications, validate documentation, and maintain the client database. The position offers a vibrant culture with a hybrid working model and opportunities for career progression. A yearly bonus based on performance also awaits successful candidates.

Benefits

Yearly bonus payments

Investment in learning and development

Flexible benefits tailored to suit you

Qualifications

• Previous experience in a similar Administration support role essential.
• Basic Financial planning knowledge advantageous.
• Experience working within Financial Planning, Wealth Management.

Responsibilities

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

Skills

Organisational skills

Communication skills

Proficiency in MS Office – Excel

Tools

Intelligent Office

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 has 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 Administration support role essential
• Basic Financial planning knowledge advantageous
• Experience working within Financial Planning, Wealth Management, FCA regulated environment
• Experience using Intelligent Office system of special interest but training provided
• 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.