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.
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
- 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
Monday - Friday
GBP25,000 - GBP32,000
INDHP