Financial Planning Adminsitartor

A chartered wealth management firm who offers passion and support at the forefront of their brand. Working in their beautiful offices in Fareham you will be joining an established team who are looking for a Client Services Administrator to join their team on a hybrid working basis.
We are looking for someone who has existing experience within a financial planning firm on an administration basis. who offer an excellent working environment to be a part of!And plenty of progression on offer
The candidate will ideally have / be:
2 years+ experience in a financial service’s environment
Have relevant and extensive knowledge of Financial Planning
Have industry relevant knowledge of Investments, ISAs, Bonds, Pensions and Protection
Have a confident level of industry technical knowledge
Have a strong attention to detail
In return you will receive a competitive remuneration package: Hybrid working, salary bracket of £26,000 - £34,000 depending upon experience and knowledge,28 days holiday, plus bank holidays! Group Life, Income Protection and Pension, exam support. Private Medical and study assistance provided after probation, flexible benefits platform
For further details please contact Tegan Sillett on (phone number removed) or (url removed)
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