Financial Planning Administrator

Financial Planning Administrator

Up to £30,000

Fareham, Hybrid

Due to another successful year, an award winning company is looking to hire two IFA Administrators to their team. The position will be to support one or two Financial Planners, depending on the workflow. There is an already existing, successful operations and back office team. A very friendly and social team for you to become a part of.

The office is close to the motorway, meaning an easier commute to work.

You will have the opportunity to work in a supportive team environment where progression is strongly supported (exam and material cost covered).

Benefits:

• Group DIS
• Hybrid working
• Flexible benefits
• A day off for your birthday
• Casual dress code in the office
• Access to private medical insurance
• An electric car scheme
• Group income protection, critical illness and life insurance, with more benefits
• Exam support - material and cost
• Progression into paraplanning or advice as you develop in the company

To be considered for this Adviser Support opportunity, candidates need to have:

• Good communication skills, over the phone, email and in person
• Financial Planning experience - investments and pensions
• Experience in liaising with providers and clients directly to assist the advisor as required.

Apply today to be considered for this opportunity.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career