Financial Planning Administrator
Location:Shaftesbury, Dorset
Salary:£25,000 - £30,000
Are you an organised and detail-oriented professional seeking to grow your career in financial services?
A well-established Financial Planning firm who is known for developing high performing Financial Advisers is looking for an enthusiastic Administrator to join their supportive and friendly team.
What will you do?
* Collaborate closely with financial advisers and the back-office team to ensure seamless operations.
* Act as a key liaison for clients, handling queries with professionalism and efficiency.
* Maintain communication with providers to manage documentation and updates.
* Prepare and manage client records to ensure compliance and accuracy.
* Draft Letters of Authority, schedule meetings, and manage adviser diaries.
* Process new business and prepare meeting materials to support client engagement.
Preferred experience:
1. Background in financial services is advantageous (e.g., IFA, pensions, inv...