Dynamite are proud to be assisting on the recruitment of a Senior Financial Planning Administrator to join their small independent Financial Planning firm in Guildford, Surrey. This firm is long-standing, and the team likewise with their longevity. Reassuring you on the wonderful management and development on offer!
The role of Senior Financial Planning Administrator can offer the development and progression onto Paraplanner if desired, with qualifications supported to meet your goals.
This is the perfect role for an established financial planning administrator to join a wonderful company with longevity in mind. This position genuinely offers you progression towards becoming a Paraplanner and Advisor too if desired. We do want this recruit to hopefully be here long-term and enjoy being an integral part of the business.
Requirements:
1. You will be highly experienced within a similar role (3 years + is essential).
2. Experienced in processing new business for both individuals and corporate clients, with extensive knowledge of investment bonds, ISAs, trusts, pensions, private medical, and life insurance.
3. Ideally, you will be working towards a Diploma qualification.
Office based
£30,000 - £36,000 DOE
Fantastic benefits package
#J-18808-Ljbffr