You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.
An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.
As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients.
We are seeking a Appointment Coordinator to join our clients team.
The successful candidate will be responsible for managing and optimising the schedules of our Financial Planners, ensuring efficient and effective client service.
This role requires excellent organisational skills, a polite telephone manner, and the ability to work both independently and as part of a team.
The rare opportunity has come up for a Trainee Paraplanner / Senior Administrator to join a client of mine within an independent Financial Planning firm.
Exams fully supported; Flexibility offered
This is a fantastic opportunity where you will be sat within a small team, supporting the fully qualified paraplanner and Advisors and learning off them whilst completing your exams to be a fully qualified Paraplanner yourself.
You will book/manage client annual review meetings for the Financial Advisors.
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team.
This is a entry level role into the industry and will an excellent 'foot in the door' for the right person to get into the Financial Services industry.
The ideal candidate would have some experience with report writing, and the ambitions to progress into Paraplanning in the future.
We have an opportunity for someone with previous Financial Planning Administration experience to join a successful company with a great reputation based in Poole.
Due to growth, the opportunity for an IFA Administrator has arisen.
Our client, a reputable organisation based in Poole, is seeking a proactive and efficient individual to join their team as an Administration Assistant.
Are you an organised and detail-oriented individual looking for an exciting opportunity in administration?
As an Administration Assistant, you will play a pivotal role in ensuring the smooth running of the office.