Technical IFA Administrator in Fareham - CV-Library

This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team

You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers

As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases.

You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases.

Technical IFA Administrator Requirements

* You should have 3+ years’ experience in financial planning administration with good product knowledge

* You should ideally have some of your industry qualifications

The Company

This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure.

Technical IFA Administrator Benefits

* Salary of £32,000 to £38,000 dependent upon experience

* Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation

* Normal working hours of 9 – 5:30pm, Monday to Friday (possible movement on start / finish time)

* Office based role

Location

Fareham

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