Client Administrator - Fareham
Farehamonsite
Posted 6 days ago · via Teamtailor
About this role
Career You will have 2+ years experience as a Financial Planning administrator with 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 a highly organised and proactive Client Administrator to support our Financial Planners by managing the administrative foundations of high‑quality financial advice.…
What we'd score you on
reqspace match rubricFive 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