Dynamite Recruitment are proud to be partnering with an independent financial planning practice in Poole for an office Coordinator to join their experienced and welcoming team, within a family built firm that has grown over the years of continued success.
Duties include:
- Liaise directly with client to book in annual review meetings with their Financial Advisor.
- Input, manage and block out Financial Advisors diaries.
- Send confirmation letters to clients
- Create and maintain accurate client files
- General office administration and coordination.
- Meet and greet clients into the office
Experience/skill set required
- Previous Office based experience
- Competent communicator
- Organised
- Excellent Written and verbal communication skills
- Confident user of Microsoft Office
- Professional manner
Office based
Monday - Friday
£23,000 - £27,000
For more details please contact Tegan at Dynamite Recruitment