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Fareham
Financial planner
IFA Administrator

IFA Administrator

Appointed ltd

Posted 5 days ago, valid for 25 days

Fareham, Hampshire PO17 5BL, England

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

My client, a Fareham-based whole of market financial planning practice, is seeking an experienced IFA administrator to join their expanding team after a recent acquisition.
The role involves supporting financial planners with IFA administration, handling client queries, and attending meetings to take notes and compile information.
Candidates should have financial services experience, ideally within an IFA or wealth practice, and experience using Intelligent Office is desired.
Relevant qualifications, such as certificates in financial planning or progress towards a level 4 diploma, are also preferred.
The position offers a salary of up to £35k depending on experience, along with benefits including 25 days of holiday, study support, and flexible working arrangements.

Due to a exciting recent acquisition my client who are a Fareham based whole of market financial planning practice are expanding their team with a opportunity for a experienced IFA administrator to support a highly experienced team of advisers.

Duties

Supporting a team of financial planners with whole of market IFA administration.
Dealing with client technical queries in a efficient and professional manner.
Attending client meetings when required, taking notes/ information.
Gathering and compiling information for meeting packs, annual reviews, LOA’s, submitting of new business.

Required Skills and Qualifications

Financial services experience, ideally within a an IFA or wealth practice.
Experience using Intelligent office is desired
Any relevant qualification, such as certificates in financial planning or working towards the level 4 diploma in financial planning is desired.

Package

A salary of up to £35k depending on experience, 25 days holiday + the day off on your birthday, study/examination support, life cover, pension, PMI, all after flexible working, but will mainly be a office based role.

Please apply online or reach out to Chez Dunning - Director of Appointed to find out more.

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