You would have the following duties/responsibilities -
Reed Specialist Recruitment are proud to be representing a Poole-based firm who are looking for a new Financial Services Administrator to help their Advisers/Paraplanners, on a full-time basis.
The successful candidate will ideally have existing knowledge of the financial planning process, and be happy to work as part of a team within a busy, ambitious firm.
Posted by Dynamite Recruitment Solutions Ltd • £28K/yr to £32K/yr
General
Dynamite Recruitment are proud to be partnering with an independent financial planning practice in Poole for an experienced Financial Planning Administrator to join their experienced and welcoming team, within a family built firm that has grown over the years of continued success.
Flexible start/finish times available once probation is passed
Duties include
Process new business applications, withdrawals and fund switches through to completion.