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.
You would have the following duties/responsibilities -
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.
Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
We are delighted to represent a highly successful Chartered Financial Planning firm located in Poole.
Ideal candidates will have previous IFA administration experience and therefore have a understanding of the Financial Planning process, you will be confident in communicating with HNW via telephone and email.
Chartered wealth management practice based in the heart of Poole are recruiting for a IFA Administrator to join their team to carry out all administration duties to fully support Financial Planners and Paraplanners.
Experience of working on XPlan would be advantageous.
Recruit UK is excited to be working with a thriving Independent Financial Planning firm to recruit a Financial Planning Administrator for their friendly team in the Poole office.
This firm prides itself on a client-centric approach, always putting clients' needs first.