Financial Planning Administrator.

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 times
Monday - Friday 
£28,000 - £32,000

For more details please contact Tegan at Dynamite Recruitment