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.
- Communicate both written and verbally with client, providers and other third parties
- Obtain valuations and product information for analysis
- Supporting the Advisors, carrying out administrative duties throughout the process.
- Schedule and book in review meetings, managing FA diary
Experience/skill set required
- Minimum of 1 years experience in a similar role within a financial planning firm
- Excellent Written and verbal communication skills
- Confident user of Microsoft Office
- Professional manner
Office based
Flexi start/finish times
Monday - Friday
£25,000 - £32,000
For more details please contact Tegan at Dynamite Recruitment