Customer Service Officer / IFA Administrator

IFA Administrator - Fareham, South East England

Ref: 1438Monday 11 December 2023


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Location: Fareham

My client is a national, fast-growing Independent Financial Advisor (IFA) firm that's dedicated to helping clients achieve their financial goals. They pride themselves on delivering exceptional financial services and personalised solutions. As they continue to expand, they are looking for a Customer Service Officer / IFA Administrator to join their dynamic team.

Are you passionate about finance and customer service? Do you have experience in financial administration and a strong desire to learn and excel in wealth management? If so, we want to hear from you. As a Customer Service Officer / IFA Administrator, you will play a crucial role in ensuring clients receive top-notch support and operations run smoothly.

Key Responsibilities:

  • Assist financial advisors with client account management and paperwork.
  • Provide outstanding customer service to clients, addressing their inquiries and requests promptly and professionally.
  • Collaborate with the broader administrative team to streamline office operations.
  • Maintain accurate and organised records, ensuring compliance with financial regulations.
  • Work closely with advisors and Paraplanners to support their financial planning and execution processes.


  • 1-2 years of experience in IFA administration essential.
  • Strong attention to detail and organisational skills.
  • Excellent communication and customer service abilities.
  • A willingness to learn and adapt in a fast-paced, dynamic environment.
  • Proficiency with relevant software and tools.
  • A genuine interest in finance and helping clients achieve their financial goals.

What We Offer:

  • Competitive salary of up to £28,000 annually.
  • Opportunities for professional growth and development.
  • Excellent training scheme
  • A welcoming and collaborative work environment.

If you're ready to join a nationally recognised IFA firm and help clients secure their financial future, please apply now!

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