Financial Planning Administrator - Solent - hybrid working - Salary to £35k

ZipRecruiter; Fareham; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A combined investment management and financial planning firm is seeking a Financial Services Administrator to join its Solent office with hybrid working options. This role involves supporting paraplanners, dealing with HNW clients, producing valuations, and more. Ideal candidates will have experience in financial planning administration within an IFA practice.

Benefits

Pension

Benefits

Hybrid working available

Qualifications

• Experience in financial planning administration within an IFA practice.
• Experience dealing with HNW clients and complex advice needs.

Responsibilities

• Support a team of paraplanners and financial planners.
• Produce valuations and obtain policy information.
• Assist in preparing annual reviews and suitability letters.

Skills

Financial Planning Administration

Client Liaison

Valuation Production

Organizational Skills

Job description

Job Description

This combined investment management and financial planning firm is currently seeking a financial services administrator to work out of its Solent office (hybrid working available).

In this role you will support a team of paraplanners and financial planners dealing with HNW clients. You will be involved in producing valuations, obtaining policy information, assisting in the preparation of annual reviews and suitability letters, processing new business and liaising with clients.

You must have experience undertaking financial planning administration within an IFA practice and ideally experience dealing with HNW clients and complex advice needs.

Basic salary to £35,000, pension, benefits and hybrid working available.