As the Administrator you will be dealing directly with financial planners and clients on different products relating to pensions, investments, life assurance and mortgages.
Whole of market financial planning firm with offices throughout the Dorset area providing honest and straightforward financial advice to individuals and business across the South are growing their Bournemouth based team with the need for a Wealth Administrator.
You will be working on Intelligent office and a variety of different Wrap platforms to assist with the financial planning process.