Fareham, Hampshire, United Kingdom Hybrid / WFH Options
Confidential
Technical Officer Wealth Operations Rate: PAYE: £13.50 Location: Hybrid Fareham 2 day a week Duration 12 months Role Summary: HSBC are currently recruiting a Technical Officer Wealth Operations who shall be part of the Global Operations team to assist in more »
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior/Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical … IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases. You will receive support from the Administrators who undertake general administrative … duties and the Paraplanners on complex cases. Technical IFA Administrator Requirements You should have 3+ years experience in financial planning administration with good product knowledge You should ideally have some of your industry qualifications The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly more »
