Financial Planning Administrator
3 days ago
**Whole of market financial planning practice are in need of a IFA Administrator to work on a hybrid basis from their Fareham office to provide both clerical and administrative support to ensure the smooth running of the firm.**
You will be supporting a team of financial advisers and paraplanners with all areas of administration, specifically submitting new business, fund switches and withdrawals and monitoring progress through to completion via provider online systems.
- Ideally you will have worked on FE analytics but its not a dealbreaker. You must have upto date product knowledge and of come from a IFA/ Wealth management background._
**Day to day...**
- To ensure that the firm’s clients are treated fairly at all times;
- To work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience
- To meet and greet clients who attend the office;
- Arrange meetings / book appointments;
- Update and maintain the firm’s records / registers, as required;
- Assisting advisers in the creation of client financial reports / letters including performance charts;
- Monitor receipt of commission / fee payments from clients;
- Undertake online ID checks;
- Collate letter of authority information for clients;
**Job Types**: Full-time, Permanent
**Salary**: £24,000.00-£28,000.00 per year
**Benefits**:
- Additional leave
- Bereavement leave
- Company events
- Company pension
- On-site parking
- Work from home
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Yearly bonus
Work Location: Hybrid remote in Fareham
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