Administrator, Office Administrator​/ Coordinator, Administrative​/Clerical

Financial Services Administrator

£30,000 DOE + Benefits

Permanent

Fareham – Flexible working/Hybrid

Full Time Monday – Friday

Are you an experienced Administrator with experience within Financial Services, Wealth Management, or a similar sector? If so, we have a fabulous opportunity not to be missed! Our client is expanding and has exciting plans; they are looking for bright, enthusiastic like‑minded Administrators to join their success. Working as part of a high‑performing team you will support the client onboarding journey.

• Processing applications both electronically and manually
• Validating  associated documentation
• Maintaining the integrity of the client database – Intelligent office
• Manage and prioritise a busy workflow
• Receive, resolve or re‑direct inbound telephone calls
• Document creation and storage management

• Previous experience in a similar Administration support role essential
• Basic Financial planning knowledge advantageous
• Experience working within Financial Planning, Wealth Management, FCA regulated environment
• Experience using Intelligent Office system of special interest but training provided
• Strong organisational and communication skills
• Proficient with MS Office – Excel

• Vibrant culture based on trust and respect.
• Freedom to work a hybrid working pattern to suit you (2/3 office/home)
• Working as part of an established team of likeminded, driven high performing individuals.
• Investment in your learning and development.
• Yearly bonus payments in line with individual performance.
• Flexible benefits tailored to suit you
• Career progression and development opportunities
• Plus, much more!

Apply NOW to avoid disappointment! Due to the large volume of applications we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.