Recruiting for a Independent Financial Planning Firm for an Administrator to support the advisors. We can offer hybrid working & flexible start & finish times too, yearly salary reviews and team bonus'!! Full training as long as you have a great attitude towards work, strive for improvement and confident with communication!
This role will be sat within a team of Financial Planning Administrators and you will have excellent on hand training and development available.
Duties include:
- Liaising with client or provider queries in a professional and friendly manner, via telephone and email.
- Distribute letters of authority
- Collating policy information from providers.
- Maintaining client accounts.
- Setting up and amendments of regular client contributions
- General administration and servicing changes to client personal information
Skills required:
- Confident communicator via telephone & written
- Organised
- Excellent attention to detail
- Confident writing emails professionally
- Previous office experience
£23,500 - £26,500 + Team bonus
Hybrid working
Flexible start/finish times
Private Health Insurance
For more details please contact Tegan at Dynamite Recruitment