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Financial planning practice who are part of a renowned network are recruiting within their office in Poole for a experienced financial services administrator to work within a team to support the Director with all areas of administration.
The ideal candidate will have a good understanding of the financial planning processes from working within a similar role, have obtained or be working towards either the diploma in Financial planning or the certificates.
This is a full time office based position where you will receive a salary of up to £32,000, support towards exams/ opportunity into paraplanning, element of flexibility on hours and 3% pension contributions.
- Carry out research for client meetings
- Drafting meeting checklist summary
- Collating meeting packs, including disclosure docs and applications
- Updating valuation schedules
- Discuss client objectives with Practice Principle
- Attend post meeting debriefs, taking detailed & salient notes
- Update feedback to IO system
- Undertake research to identify suitable solutions to meet the clients needs
- Prepare information/comparisons for analysis
- Fund switches
- Complete application forms and proposals
- Act as main technical point of contact and deal effectively with queries from clients and other parties through effective communication
- Review investment portfolio, asset allocation, risk profile etc
Please apply online for further information.
