Wealth Management Admin Specialist | Hybrid Role

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

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.