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Financial Planning Coordinator
2 months ago
An established IFA firm in Fareham is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity for someone to develop their career in a dynamic and supportive environment.
About the RoleThe successful candidate will be responsible for providing administrative support to the IFA team, including managing client data, processing transactions, and maintaining accurate records. A strong understanding of investment products, such as ISAs, Pensions, and Bonds, is essential for this role.
Key Responsibilities- Provide administrative support to the IFA team
- Manage client data and maintain accurate records
- Process transactions and maintain financial records
- Develop and maintain knowledge of investment products
To be successful in this role, you will need:
- Previous experience in a similar role within an IFA Practice
- Knowledge of investment products, including ISAs, Pensions, and Bonds
- Confident and competent communication skills, verbal and written
- Any Financial Services qualifications are desired
We offer a competitive salary of up to £32,000, 28 days holiday plus bank holidays, life assurance, income protection, and a range of other benefits. This is a fantastic opportunity to develop your career in a dynamic and supportive environment.
