Financial Planning Administrator
2 days ago
Financial Planning AdministratorFareham, HybridDue to another successful year an award winning company is looking to hire two IFA Administrators to their team. The position will be to support one or two Financial Planners depending on the workflow. There is an already existing, successful operations and back office team. A very friendly and social team for you to become a part of.The office is close to the motorway, meaning an easier commute to work.You will have the opportunity to work in a supportive team environment where progression is strongly supported (exam and material cost covered).Benefits Group DIS Hybrid working Flexible benefits A day off for your birthday Casual dress code in the office Access to private medical insurance An electric car scheme Group income protection , critical illness and life insurance, with more benefits Exam support – material and cost Progression into paraplanning or advise as you develop in the companyIn order to be considered for this Adviser Support opportunity, candidates need to have:Good communication skills, over phone, email and in person Financial Planning experience – investments and pensions Experience in liaising with providers and clients directly to assist the advisor as required.Apply today to be considered for this opportunity.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
-
Financial Planning Administrator
4 days ago
Fareham, United Kingdom Appointed Ltd Full time**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...
-
Financial Planning Administrator
1 week ago
Fareham, United Kingdom Eden Rose Full timeFinancial Planning Administrator Fareham, Hybrid Due to another successful year an award‑winning company is looking to hire two IFA Administrators to support one or two Financial Planners depending on workflow. The role supports an established operations and back‑office team and offers a friendly, social environment. The office is close to the motorway,...
-
Financial Planning Administrator
1 week ago
Fareham, United Kingdom Eden Rose Full timeFinancial Planning AdministratorFareham, Hybrid Due to another successful year an award winning company is looking to hire two IFA Administrators to their team. The position will be to support one or two Financial Planners depending on the workflow. There is an already existing, successful operations and back office team. A very friendly and social team for...
-
Financial Planning Administrator
7 days ago
Fareham, Hampshire, United Kingdom Eden Rose Full timeFinancial Planning Administrator Fareham, Hybrid Due to another successful year an award winning company is looking to hire two IFA Administrators to their team. The position will be to support one or two Financial Planners depending on the workflow. There is an already existing, successful operations and back office team. A very friendly and social team for...
-
Experienced paraplanner
2 weeks ago
Fareham, United Kingdom Lawrence Clarke Financial Planning Full timeJoin Our Team at Lawrence Clarke Financial Planning!ParaplannerAre you looking to grow your career in financial services? If you are a trainee paraplanner or have some experience, we’d love to hear from you.About UsLawrence Clarke Ltd is an Independent Financial Planning firm based in Fareham, established in 1999. We’re proud to deliver quality financial...
-
Administrator
4 weeks ago
Fareham, United Kingdom Portman Financial People Full timeIFA AdministratorFareham | £27,000 – £35,000 + bonus | Hybrid workingI’m working with a privately owned, fully independent financial planning firm in Fareham that’s looking for an experienced IFA Administrator to join the team. The business offers a relaxed but professional culture, modern systems, and genuine flexibility around working hours and...
-
Fareham, Hampshire, United Kingdom Eden Rose Full timeFinancial Planning Administrator Fareham, Hybrid Due to another successful year an award winning company is looking to hire two IFA Administrators to their team. The position will be to support one or two Financial Planners depending on the workflow. There is an already existing, successful operations and back office team. The office is close to the...
-
Review Administrator
1 week ago
Fareham, United Kingdom Deep Blue Financial Limited Full timeDeep Blue Financial Ltd are looking for an experienced Administrator to join their friendly team in Fareham, to look after their client Annual Review process. This role has become available due to internal progression. Deep Blue Financial is a professional, family friendly organisation, providing financial advice across the south of England and beyond, with...
-
Office Administrator
2 days ago
Fareham, United Kingdom Deep Blue Financial Limited Full timeDeep Blue Financial is a professional, family friendly organisation, providing financial advice across the south of England and beyond, with a small team of experienced advisers and dedicated administrative staff. We provide independent financial advice across three main areas of financial planning; Pensions, Investments and Protection. The advice that we...
-
Financial Planner
6 days ago
Fareham, United Kingdom Atomos Full timeCareer With 3+ years' experience, you're an ambitious Financial Planner ready to make your mark. You want to join a well-established team of Financial Planners where you can put your stamp on the client experience and help shape how we deliver exceptional service. We're looking for a qualified Financial Planner who's proactive, confident and ready to hit the...