Fareham
Client Support – Financial Planning (IFA Admin Role)
Location: Fareham
Salary: Up to £30,000 (DOE)
Employment Type: Full-time, On-site
About the Opportunity
Are you passionate about delivering exceptional client service within financial planning? Do you have experience in an IFA environment and want to be part of a team that values collaboration and professional growth?
We’re looking for a Client Support professional to join a respected financial planning firm in Fareham. This role is ideal for someone who thrives in a client-facing administrative position and wants to develop their technical knowledge while supporting advisers and clients.
What You’ll Be Doing
As a key member of the Client Support team, you’ll ensure clients receive a smooth and professional experience. Your day-to-day responsibilities will include:
- Policy Administration: Handling replacement policies, preparing letters of authority, and completing checklists.
- Policy Analysis: Reviewing existing policies to assess suitability and determine whether they should remain in place or be replaced.
- Client Interaction: Supporting advisers during client meetings and maintaining strong client relationships.
- Collaboration: Working closely with the Technical Client Support team to deliver high-quality service.
This role focuses on the less technical aspects of client support, but you’ll still be heavily involved in the client journey and have opportunities to learn and grow.
About You
We’re looking for someone who brings:
- Experience: At least 2–3 years in an IFA or financial planning environment.
- Qualifications: Ideally working towards Level 4 Diploma in Financial Planning, or committed to progressing.
- Skills: Strong organisational ability, attention to detail, and excellent communication skills.
- Mindset: A proactive, client-first approach and willingness to work collaboratively.
Working Arrangements
- On-site: This role is currently fully office-based in Fareham.
- Remote Consideration: Exceptional candidates may be considered for remote work, particularly for technical roles.
What’s in It for You?
- Competitive salary up to £30,000 (depending on experience).
- Opportunity to develop technical knowledge and progress towards Level 4 qualifications.
- Be part of a supportive, collaborative team where your contribution matters.
- Exposure to client meetings and real involvement in the financial planning process.
Ready to take the next step in your financial services career?
Apply today and join a firm that values professionalism, growth, and client care.