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Financial Planning Admin: Hybrid & Client Support
Job in
Fareham, Hampshire County, PO16, England, UK
Listed on 2026-06-23
Listing for:
Attivo
Full Time
position Listed on 2026-06-23
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Attivo is seeking a Financial Planning Administrator in Fareham to support the Associate Director and ensure an efficient client experience. The role involves coordinating administrative tasks, managing client communications, and supporting the wider team.
Key responsibilities include scheduling client meetings, maintaining documentation, and providing timely support. The ideal candidate will have excellent organisational and communication skills, experience in financial planning, and be proficient in CRM tools. A minimum of 5 GCSEs including Maths and English is required.
The role offers a hybrid working model with various benefits including pension scheme, medical insurance, and generous holiday allowance.
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