Due to a exciting recent acquisition my client who are a Fareham based whole of market financial planning practice are expanding their team with a opportunity for a experienced IFA administrator to support a highly experienced team of advisers. Duties Supporting a team of financial planners with whole of market IFA administration. Dealing with client technical queries in a efficient and professional manner. Attending client meetings when required, taking notes/ information. Gathering and compiling information for meeting packs, annual reviews, LOA’s, submitting of new business. Required Skills and Qualifications Financial services experience, ideally within a an IFA or wealth practice. Experience using Intelligent office is desired Any relevant qualification, such as certificates in financial planning or working towards the level 4 diploma in financial planning is desired. Package A salary of up to £35k depending on experience, 25 days holiday the day off on your birthday, study/examination support, life cover, pension, PMI, all after flexible working, but will mainly be a office based role. Please apply online or reach out to Chez Dunning - Director of Appointed to find out more.