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 timesMonday - Friday £28,000 - £32,000For more details please contact Tegan at Dynamite Recruitment...