Recruiting for a Independent Financial Planning Firm for an Administrator to support the advisors. We can offer hybrid working & flexible start & finish times too, yearly salary reviews and team bonus'!! Full training as long as you have a great attitude towards work, strive for improvement and confident with communication!

This role will be sat within a team of Financial Planning Administrators and you will have excellent on hand training and development available.

Duties include:

Liaising with client or provider queries in a professional and friendly manner, via telephone and email.
Distribute letters of authority
Collating policy information from providers.
Maintaining client accounts.
Setting up and amendments of regular client contributions
General administration and servicing changes to client personal information Skills required:

Confident communicator via telephone & written
Organised
Excellent attention to detail
Confident writing emails professionally
Previous office experience £23,500 - £26,500 + Team bonus
Hybrid working
Flexible start/finish times
Private Health Insurance

For more details please contact Tegan at Dynamite Recruitment