Financial planning administrator Work, Jobs in Fareham, Ham (with Salaries)

Financial Planning Administrator
Eden Rose —Fareham
- £28,000 - £35,000 a year
- Hybrid work
- CRM software
- Communication skills
6d
Wealth Planning Administrator
Cranleigh Personnel —Fareham
- £28,000 - £35,000 a year
- Organisational skills
- Communication skills
17h
Financial Planning Administrator - 12-month FTC
Attivo Group —Fareham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
1d
Pensions Administrator
XPS Pensions Group —Portsmouth
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
6d
Customer Service Administrator
Quilter —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Financial Operations Manager
The INS Group Ltd —Portsmouth
- £35,000 - £40,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Organisational skills
- Free parking
- Annual leave
Quick apply
2d
Property Manager - Estate Management
Starfish People HR —Portsmouth
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
Corporate Sales Administrator
Snows Group —Southampton
- £28,000 a year
- Full-time
- Employee assistance programme
- Referral programme
13d
Accounts Administrator
Northover & Co Accountants Ltd —Eastleigh
- From £28,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Accounting
- Free parking
- Flexitime
Quick apply
4d
Fund Administrator
Gen II Services - UK Limited —Southampton
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook

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Based on your search for financial planning administrator

Wealth Planning Administrator
Cranleigh Personnel —Fareham
Whether you're already working within wealth management administration or have strong administration experience in other areas - supporting professional or high…
£28,000 - £35,000 a year
17h
Service Coordinator / Administrator
Workshop Recruitment —Fareham
Support the delivery of excellent customer service and maintain positive relationships with clients and customers. Option to buy or sell annual leave.
£29,100 a year
10d

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Financial Planning Administrator

Eden Rose -
Fareham

Apply Now

Job details

Permanent
£28,000 - £35,000 a year
6 days ago

Benefits

Company pension

Qualifications

CRM software
Financial planning
Pension
Communication skills

Full job description

Posted: 05/06/26 Recruiter: Eden Rose Reference: 3118258870 Type: Permanent Salary: £28,000 - £35,000 Annual Location: Fareham, Hampshire Description:

Financial Planning Administrator

Whiteley, Hybrid Working + Excellent Benefits

Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression?

A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in the Whiteley office to support a Senior Adviser.

This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development.

The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions.

Responsibilities will include:

Supporting advisers and paraplanners with client onboarding and ongoing administration
Processing new business across pensions, ISAs, GIAs and bonds
Maintaining and updating client records using CRM systems
Communicating with clients via telephone and email
Liaising with providers to obtain policy information and progress cases

Benefits

Salary up to £33,000
Bonuses
Hybrid working
25 days holiday + bank holidays
Life assurance
Income protection
Pension scheme
Access to a flexible benefits platform
A supportive environment focused on career development and progression

To be considered for this IFA Administrator position:

Experience working within a financial planning or wealth management firm, so can process new business
Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds
Experience using CRM systems
Strong organisation and communication skills

If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.

Apply Now

Refine Your Search

financial planning administrator jobs in fareham, ham

Financial Planning Administrator

Wealth Planning Administrator

Financial Planning Administrator - 12-month FTC

Pensions Administrator

Customer Service Administrator

Financial Operations Manager

Property Manager - Estate Management

Corporate Sales Administrator

Accounts Administrator

Fund Administrator

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