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SalaryLongstanding, small scale highly successful financial planning firm with 130k FUM are seeking a IFA Administrator to join their team on a Part Time basis, Monday, Tuesday and Friday, due to a longstanding team member reducing their hours. Opportunity to go full time in the future if desired.
You will be working within a team of 3 administrators to support the Financial Adviser and Director with all elements of whole of market financial planning. All clients come into the office, so you will be providing a excellent meet and greet service, preparing client review packs, updating the businesses back office system, submitting new business and liaising with clients over any queries.
You will work within their offices in Fareham, with parking onsite, receive a salary of circa £26k-£28k FTE, with 2 days holiday + full Christmas shut down and pension.
The ideal candidate will have a strong Financial Services administration background, be outgoing and friendly, with a hard working manner. You will be given the opportunity to explore paraplanning work if of interest…
Please apply online for further information.
