IFA Administrator

3 weeks ago


Fareham Hampshire, United Kingdom Premier Jobs UK Full time

You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases.
You should have 3+ years’ experience in financial planning administration with good product knowledge
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure.
Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation
Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time)
Office based role



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