Dynamite Recruitment is recruiting for a Financial Planning Administrator to join a well-established, client-focused Financial Planning firm. This role will support the Financial Advisors and Paraplanning team in all administration tasks, aiding the smooth processes from client to back office.
This role will suit someone with administration experience who is professional and organized, looking to develop their career within a well-established firm that can invest in your career growth. Alternatively, it is suitable for someone with existing experience within a financial planning firm looking for a company that can invest in your skills and qualifications to aid progress within the industry, whether to paraplanner or advisor.
Duties include:
* Providing administrative support to the organization.
* Collecting data and liaising with Paraplanners, advisers, and other members of staff.
* Report writing, checking, and collecting provider information.
* Providing general administrative activities to the organization, including checking provider information and data entry.
* Assisting in the management of communications and paperwork, managing diaries, and assisting with general reception and telephone duties.
* Assisting with reporting and managing data, report writing, and learning and building knowledge towards paraplanner or other roles within the business.
Salary: £24,000 - £28,000
Location: Petersfield
Study support and benefits package available.
For more details, please apply or contact Tegan at Dynamite Recruitment.
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