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.
As the Administrator you will be dealing directly with financial planners and clients on different products relating to pensions, investments, life assurance and mortgages. You will be working on Intelligent office and a variety of different Wrap platforms to assist with the financial planning process.
This would suit a ambitious A level qualified college leaver looking for a path into the financial planning world.
Full support through Level 4 Diploma in Financial Planning and progression opportunities in Paraplanning and Financial Advice if desired but alternatively could suit someone looking for a longterm career administrative role.
Hybrid working of 2 days once settled, part time or full time hours offered, 25 days holiday, DIS 3x salary, PMI (after probhation), 3% pension, discretionary annual bonus.
Your day to day would look like...
Contacting providers by phone and email to chase up for requested information
Completion of application forms, new client forms & related admin
Preparing documentation and valuations for the Financial Adviser's
Preparing client letters and emails