Independent Financial Services & Wealth Management

Independent Financial Services & Wealth Management We are a firm of Independent Financial Advisers, we deal with all aspects of financial planning including mortgages, protection, pensions and investments.

28/02/2022

EXPERIENCED ADMINISTRATOR (Financial Services - Investment, Pension & Protection)

We are seeking an organised and methodical experienced administrator with excellent customer service skills to join our team, experience in Financial Services is desirable however full training will be given to the right candidate.

You will be office based in Havant working for two Independent Financial Advisers as part of an experienced team of administrators who work remotely, as such you will need to be happy and confident working on your own in the office at times.

The position is Monday to Friday, no weekends, however hours are flexible.

The position requires a confident experienced administrator who is organised and methodical with excellent customer service and telephone skills. The position involves a wide range of duties in relation to investments, pensions and protection products including diary management, client liaison, researching, reviews and report writing tasks along with the smooth processing of new business submissions.

The position will also involve all other aspects of daily administration within a busy financial services practice.

We strive for excellence and to provide the very best for all our clients and therefore we are looking for a highly organised, dedicated hard working individual who can work on their own initiative and manage cases effectively & independently whilst also being part of a great team. Excellent administrative and organisational skills are of the utmost importance for this role.

Salary is dependent upon experience, qualifications and hours worked.

Interested applicants should forward their CV to [email protected]

Christmas party fun with all the team 🎄
04/12/2015

Christmas party fun with all the team 🎄

We have a little helper decorating the office Christmas tree today, starting to feel very festive! 🎄 🌟 🎄
01/12/2015

We have a little helper decorating the office Christmas tree today, starting to feel very festive! 🎄 🌟 🎄

Our great team and partners.
12/12/2014

Our great team and partners.

20/03/2012

Darren Scott, IFA at Independent Financial Services & Wealth Management will be live on BBC Radio Solent, Drive Time tomorrow Wednesday 21st March talking about the budget between 5.30 - 6.00pm, tune in to listen.

http://www.bbc.co.uk/solent/programmes/schedules/2012/03/21

BBC Radio Solent full schedule for Wednesday 21 March 2012

08/03/2012

Darren Scott & Bradley Whelan
Independent Financial Advisers

Darren Scott & Bradley Whelan Independent Financial Advisers
08/03/2012

Darren Scott & Bradley Whelan
Independent Financial Advisers

Address

3 The Oakwood Centre, Downley Road
Havant
PO92NP

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+442392470643

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