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Financial Services Administrator

7 months ago

Fareham, United Kingdom Appointed Ltd Full time

**Longstanding, 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 pensio_n.

**Job Type**: Part-time

**Salary**: £24,000.00-£28,000.00 per year

Expected hours: 24 per week

**Benefits**:

- Additional leave
- Company events
- Company pension
- Financial planning services
- Free parking

Work Location: In person