A well-established and experienced IFA firm providing financial advice to high-net-worth medical professionals and their families on a wide range of planning. My client is seeking a experienced financial administrator to join their successful financial planning team in Bournemouth, supporting the advisers, paraplanners and other administrators in providing a quality service to clients. Being a family run business staff enjoy benefits to include flexi-hours/ working pattern, team rewards, a bonus structure, 24 days holiday BH, extra day off on your birthday, a 'additional benefit day’ each month and 5% employee, 3% employer pension contributions. My client is looking to pay circa £32,000 per annum for a administrator with proven IFA/ financial planning administrative experience who has worked on Xplan. Duties such as… Client servicing, meeting and new business admin support New Business and application submissions Research gathering for products through authority letters Illustrations and product/platform online portals Maintaining records on back-office system - X-Plan Supporting the advisers and working with other team members to cover other tasks relating to client servicing and advice Please apply online for further information.