Financial Planning Administrator

Financial 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, easing the commute.

You will have the opportunity to work in a supportive team environment where progression is strongly supported (exam and material cost covered).

• 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
• Exam support – material and cost
• Progression into paraplanning or adviser role as you develop

• Good communication skills – over phone, email and in person
• Financial Planning experience – investments and pensions
• Experience liaising with providers and clients directly to assist the adviser 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.