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8 days ago
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Administrator - Financial Services - Full/Part Time


Recruitment Genius
Salary: £24000 - £29000 per annum
Location: Fareham
Job type: Permanent
Contact: Recruitment Genius Ltd
Category: Admin Jobs
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A fun, dynamic yet professional environment. Here there's rarely a dull moment so you must have bags of energy and be willing to initiate and drive what needs to be done. There's parking, laughter and a gorgeous and calm office cockapoo.

You will be joining a forward thinking and innovative firm of Independent Financial Advisers and you will become part of a friendly team who work hard for their clients to give them absolute clarity, understanding and confidence.

Accuracy and attention to detail is vital to the role as well as a thirst to deliver a quality service.

You will play a vital role in the business, key duties will be:
- Servicing clients and supporting IFAs, with emphasis on the more technical aspects of financial services administration
- Pensions, investment and protection administration for new and existing arrangements
- Analysing existing arrangements, researching new plans and preparing client discussion documents
- Obtaining and preparing illustrations and new business submission
- Liaising with our outsourced paraplanners
- Checking financial planning reports for technical accuracy
- Assisting in ad-hoc projects and cases

About you:
- This role would suit somebody looking to use their technical knowledge & experience
- Confident, resilient & positive by nature with a can-do attitude
- Smart & professional appearance, personable and reliable
- Excellent organisational skills with the ability to prioritise, stay focused under pressure and solve problems
- Articulate - in writing & verbally with confidence & confidentiality

Candidates will hold their FPC or equivalent Diploma in Financial Services or should be working towards Diploma (minimum 4 CII RO exams or equivalent attained).

Salary - £24k - £29k for full time with pro-rata equivalent for part time, depending on experience and qualifications plus opportunity for a monthly bonus. You will be given full training and support to attain further exams.

Benefits:
- Life & Critical illness cover and Income Protection
- Pension Scheme after 3 months service Generous holiday allowance
- Access to local parking
- A team that values, trusts and respects one another, enjoys spending time together and laughs (a lot)!

Based in Fareham, Hampshire. Just off the M27 junction 11 within walking distance of bus and train station.

Starting end of June/July 21
A fun, dynamic yet professional environment. Here there's rarely a dull moment so you must have bags of energy and be willing to initiate and drive what needs to be done. There's parking, laughter and a gorgeous and calm office cockapoo.

You will be joining a forward thinking and innovative firm of Independent Financial Advisers and you will become part of a friendly team who work hard for their clients to give them absolute clarity, understanding and confidence.

Accuracy and attention to detail is vital to the role as well as a thirst to deliver a quality service.

You will play a vital role in the business, key duties will be:
- Servicing clients and supporting IFAs, with emphasis on the more technical aspects of financial services administration
- Pensions, investment and protection administration for new and existing arrangements
- Analysing existing arrangements, researching new plans and preparing client discussion documents
- Obtaining and preparing illustrations and new business submission
- Liaising with our outsourced paraplanners
- Checking financial planning reports for technical accuracy
- Assisting in ad-hoc projects and cases

About you:
- This role would suit somebody looking to use their technical knowledge & experience
- Confident, resilient & positive by nature with a can-do attitude
- Smart & professional appearance, personable and reliable
- Excellent organisational skills with the ability to prioritise, stay focused under pressure and solve problems
- Articulate - in writing & verbally with confidence & confidentiality

Candidates will hold their FPC or equivalent Diploma in Financial Services or should be working towards Diploma (minimum 4 CII RO exams or equivalent attained).

Salary - £24k - £29k for full time with pro-rata equivalent for part time, depending on experience and qualifications plus opportunity for a monthly bonus. You will be given full training and support to attain further exams.

Benefits:
- Life & Critical illness cover and Income Protection
- Pension Scheme after 3 months service Generous holiday allowance
- Access to local parking
- A team that values, trusts and respects one another, enjoys spending time together and laughs (a lot)!

Based in Fareham, Hampshire. Just off the M27 junction 11 within walking distance of bus and train station.

Starting end of June/July 21

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