- You will be highly experienced within a similar role 3 years + is essential
- Experienced processing new business for both individuals and corporate clients. Extensive knowledge of investment bonds, ISA's, Trusts, Pensions Private medical and Life insurance.Â
- Ideally will be working towards Diploma qualificationÂ
Back to searchSenior Financial Planning Administrator
Dynamite Recruitment Solutions Ltd
Posted 12 days ago, valid for 2 days
Guildford, Surrey GU48EY, England
Full Time
Life Insurance
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Sonic Summary
- Dynamite is seeking a Senior Financial Planning Administrator for a small independent Financial Planning firm in Guildford, Surrey.
- The ideal candidate should have over 3 years of experience in a similar role, with expertise in processing new business for individuals and corporate clients.
- The position offers a salary range of £30,000 to £36,000, depending on experience, along with a fantastic benefits package.
- This role provides opportunities for career progression towards becoming a Paraplanner or Advisor, with support for qualifications.
- The firm values long-term commitment and aims to integrate the new recruit as a vital part of their team.
