Are you an experienced Senior IFA Administrator or Trainee Paraplanner looking to take the next step in your career?
Our client's boutique Financial Planning firm, renowned for offering full holistic fee-based advice, is excited to welcome a dedicated Paraplanner / Senior Administrator to support their lead Adviser.
Join a Boutique Financial Planning Firm as an Associate Paraplanner!
We are looking for an experienced Office Administrator to join our client's team on a full-time basis to provide Administration support to both the Payroll and Insurance and HR Officer.
Your role will be varied, but your main priority is to provide assistance as and when required to your line manager, the Payroll and Insurance Officer to ensure that the requirements of their Family and Corporate Insurance Portfolio (claims, renewals, queries etc.)
You must be prepared to work in the office 5 days a week.
We are looking for a versatile Office Administrator to join our clients finance team full-time, working in the office five days a week, based in Sherborne, Dorset
About the Role
Your primary responsibility will be providing administrative support, particularly for payroll and insurance tasks.
You will also handle general office administration, property maintenance and staff-related matters such as tracking annual leave.
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.
You will be working on Intelligent office and a variety of different Wrap platforms to assist with the financial planning process.