Financial Planning Administrator

Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Burgess Hill, West Sussex
Salary: Negotiable
Start Date: asap
Reference: BBBH4841_1532365642
Contact Name: Dynamite Recruitment
Contact Email:
Job Published: July 23, 2018 18:07

Job Description

A leading Wealth Advisory company located in West Sussex is seeking additional support in the Administration and Technical Support Teams. This very successful business has a brilliant opportunity for ambitious individuals who are seeking a career within the Wealth Planning arena. With a super training academy for both Wealth Advisers and Paraplanners this is a company that you can achieve your careers goals with ample of support.

At present we are supporting the recruitment for 2 vacancies within the Business Support team which consists of Wealth Planning admin / Tech admin and Paraplanners.

The Wealth Planning administration role will require someone to support the Paraplanners in the day to day administration: The duties will consist of

New Business Applications
Obtaining valuations
Liaising with providers obtaining quotations
Communications with advisers on clients and booking in review meetings.
Scanning on client information to system
Client inquiries and updates
Support work to Paraplanners.

To be considered for this role you will need to have either a IFA or Wealth Advisory administration background likewise if you have worked for a Pension Provider this will also be desirable. You will need to have a ambitious work ethic and want to grow within a successful business. Ideally Level 4 Diploma or working towards it. The client will pay for exams and support towards this.

For further information please contact us

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.