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Financial Planning Administrator

Financial Planning Administrator

Dynamite Recruitment Solutions Ltd

Posted 11 days ago, valid for 11 days

Bournemouth, Dorset BH89BJ, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

Dynamite Recruitment is seeking an experienced Financial Planning Administrator for an independent practice in Poole.
The role involves processing new business applications, communicating with clients and providers, and supporting Advisors with administrative tasks.
Candidates should have a minimum of 1 year of experience in a similar role within a financial planning firm.
The position offers a salary ranging from £25,000 to £32,000, with flexible start and finish times available after probation.
The office-based role requires excellent communication skills and proficiency in Microsoft Office.

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 timesMonday - Friday £25,000 - £32,000For more details please contact Tegan at Dynamite Recruitment

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