Financial Services Administrator - IFA - Start Jan/Feb '18

£20000 - £25000 per annum
05 Jan 2018
02 Feb 2018
Recruitment Genius Ltd
Contract Type
Full Time
Salary - £20-£25k Negotiable depending on experience and qualifications plus access to a Bonus Pot

Are you looking for a fresh challenge in a fun, relaxed yet professional environment? You will be an experienced Financial Services Administrator and be looking to bring your skills to a successful financial services firm in need of your expertise. This company in Fareham, Hampshire are a small, friendly team who work hard for their clients, and can offer you a great working environment where you can use your skills to their full potential.

Duties include:
- Servicing clients and supporting IFAs.
- Pensions and investments administration
- Compliance administration
- Undertaking general office and administrative duties, including dealing with daily post, scanning and visitor hospitality.
- Assisting in ad-hoc projects and cases.

Candidates should have the following:

- Attention to detail
- Excellent communication skills
- Good all round knowledge of Financial Services
- Ability to multi-task
- Enjoy being proactive and working independently as well as working within a team
- Knowledge of Intelligent Office
- Excellent IT skills to include use of Word, Excel and Outlook - Mindjet and Powerpoint would be a distinct advantage
- Have a professional, proactive, positive, driven, 'can do' attitude

…and be passionate about delivering a quality service.

Candidates will ideally hold their FPC or equivalent Diploma in Financial Services or should be working towards Diploma. You will be given full training and support to attain further exams and progression within the business will be available.

All applications/Cv's to be received by 19th January.


- Employee benefits include, Life & Critical illness cover alongside Income Protection
- Pension Scheme after 3 months service
- Standard 6 month probationary period

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