You will be working on Intelligent office and a variety of different Wrap platforms to assist with the financial planning process.
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 Dorchester based team with the need for a Wealth Administrator.
Reed Specialist Recruitment are proud to be representing a huge National Union, who are looking for driven and skilled Financial Advisers to sell their financial planning proposition.
This is a remote working role, but you would need to be Dorset-based in order to conduct client meetings 4 days a week.
The successful candidate will eager to generate new business by converting leads from the Union's General Insurance team, across the whole Dorset region.