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 times
Monday - Friday
£25,000 - £32,000

For more details please contact Tegan at Dynamite Recruitment