Financial Planning Administrator

TN United Kingdom; Fareham; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

An exciting opportunity awaits at a highly regarded IFA firm specializing in savings, investments, and retirement planning. This role offers a positive work environment with opportunities for professional growth and development. The company values its culture and provides excellent support for onboarding and career advancement. Join a friendly team and enjoy benefits like hybrid working, generous holiday, and exam support. If you're passionate about financial services and looking to make a difference, this role could be the perfect fit for you.

Benefits

28 days holiday plus bank holidays

Onsite parking

Life assurance

Income protection

Discretionary annual bonus

Pension scheme

Flexible benefits platform

Exam support with bonuses for passing R0 first time

Qualifications

• Experience in IFA practice is essential for this role.
• Knowledge of investment products is crucial.

Skills

Previous experience in a similar role within an IFA Practice

Knowledge of investment products such as ISAs, Pensions, Bonds

Confident and effective verbal and written communication skills

Financial Services qualifications

Job description

Location

Fareham

Salary: £28,000 - £32,000

Type: Permanent

Workplace: Hybrid

Ref: 87795

Job Description:

An exciting opportunity for an IFA Administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning. The role is based near Fareham.

This company prides itself on the excellent culture they have developed over the years. They are looking for a friendly individual to join their team, where you can enjoy a positive work environment and grow professionally. The company is established, with Learning & Development programs and team leaders to support your onboarding and career advancement.

Benefits:

• Up to £32,000
• 28 days holiday plus bank holidays
• Onsite parking
• Life assurance
• Income protection
• Discretionary annual bonus (DIS)
• Pension scheme
• Flexible benefits platform
• Hybrid working: 2 days in the office per week
• Exam support with bonuses for passing R0 first time

Skills and Qualifications:

• Previous experience in a similar role within an IFA Practice
• Knowledge of investment products such as ISAs, Pensions, Bonds
• Confident and effective verbal and written communication skills
• Financial Services qualifications are desirable

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. 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