Client Administrator - Fareham

Farehamonsite

Posted 2mo ago · via Teamtailor

About this role

Career Join a team where your expertise, organisation and client focus directly contribute to delivering outstanding advice and life-changing outcomes for clients. You will have 2+ years experience as a Financial Planning administrator and fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their clients. You want to be part of a busy hub that loves delivering a great client experience. This is a fantastic growth opportunity for a career in Financial Planning in a fast-paced and friendly office with direct exposure to our Financial Planners in Fareham. About the role We're looking for someone who wants to be recognised as more than an administrator.…

Read the full description on Atomoswealth's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Fareham. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
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