Job Description
RecruitUK are working with an expanding Independent Financial Planning company based in Fareham.
They offer bespoke and tailored advice across Investments, Pensions, Tax planning and more. With offices and clients across the UK, their client base is ever expanding and as a result, they're looking to grow their back-office team to ensure everyone is given an exceptional level of service.
This exciting opportunity can see you developing your Administration career. You will be working closely in an experienced team of IFA Administrators, supporting both the Paraplanners and Financial Advisers. There are endless opportunities to progress your career with this company, whether it's senior level administration, paraplanning, management, or financial advice.
Duties:
- Preparing client files and document for annual reviews and new business meetings
- Submitting new business
- Supporting with basic reports following client meeting
- Keeping back-office system up to date
- Liaising with clients and product advisers
- Ad-Hoc administration duties
Benefits:
- Competitive salary of up to £36,000!
- Hybrid working structure
- Incredible progression opportunities
- A constantly growing business with consistent acquisitions in the pipeline
- Minimum of 33 days holiday
- Private medical insurance
- 5% pension contribution
- Exam support and funding
- Annual salary reviews and uplifts based on exam performance
- Sleek office building with free parking
Skills and experience required:
- At least 1-2 years within Wealth Management Client Servicing
- Good knowledge of financial products and processes
- Drive to progress and develop career
