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Job verified 12 hours ago

Financial Planning Administrator

Eden Rose·Fareham (South East England)Hybrid
£25 000 – £30 000 / year
Vox Summary
  • Role Description: Supporting Financial Planners, liaising with providers and clients, and assisting with investments and pensions.
  • Key Requirements: Financial Planning experience, good communication skills over phone, email, and in person.
  • Conditions & Benefits: Hybrid working, exam support, progression opportunities, private medical insurance, electric car scheme, and additional benefits.
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

Financial Planning Administrator Up to £30,000 Fareham, Hybrid Due to another successful year, an award winning company is looking to hire two IFA Administrators to their team. The position will be to support one or two Financial Planners, depending on the workflow. There is an already existing, successful operations and back office team. A very friendly and social team for you to become a part of. The office is close to the motorway, meaning an easier commute to work. You will have the opportunity to work in a supportive team environment where progression is strongly supported (exam and material cost covered). Benefits: • Group DIS • Hybrid working • Flexible benefits • A day off for your birthday • Casual dress code in the office • Access to private medical insurance • An electric car scheme • Group income protection, critical illness and life insurance, with more benefits • Exam support - material and cost • Progression into paraplanning or advice as you develop in the company To be considered for this Adviser Support opportunity, candidates need to have: • Good communication skills, over the phone, email and in person • Financial Planning experience - investments and pensions • Experience in liaising with providers and clients directly to assist the advisor as required. Apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

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Original source
reed.co.uk
Posted
Jun 17, 2026 · true date
Last verified
12 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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