We are currently recruiting for a Financial Planning firm based in Farnham who are looking to recruit a Financial Planning Administrator in their Alton office.
An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisers, liaise with providers and third parties.
You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.
So, if you are an experienced administrator or someone who is looking to start a career in financial services this could be the role for you! You will be assigned your own bank of clients while working closely with the advisers.
This is a complex role and requires someone with excellent attention to detail and accuracy is key! They have internal procedures and service level agreements (SLAs) that must be adhered to.
While they will be part of the admin team the successful candidate will be required to work independently and under their own steam.
As a company they will provide full training, ongoing support and a chance to progress your career in financial services. They like to invest in their employees and they also offer a comprehensive benefit package.
Duties would include:
Other basic skills required:
Financial Planning Administrator - Farnham • Farnham, GB
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