Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Portsmouth, Hampshire
Salary: benefits + bonus
Start Date: ASAP
Reference: BBBH6443_1574106353
Contact Name: Chloe Emmerson
Contact Email:
Job Published: November 18, 2019 19:45

Job Description

We are delighted to be supporting an exceptionally well known IFA firm based in Portsmouth & other locations in Hampshire, with recruitment for a Financial planning Administrator.
The duties involved are listed below, however this company is offering a long term progression development plan, and they are seeking candidates that are motivated to work in the Wealth Management area.
Duties below:

  • Provide administrative support to the Advisers
  • Preparing reports and documents for client meetings
  • Ensuring ongoing Compliance of client files
  • Processing New Business and maintaining client records
  • Dealing with incoming and outgoing post and e-mails
  • Corresponding with clients and providers
  • Preparing valuations for clients
  • Dealing with deceased client's estates and relevant paperwork

You will need to have a background within Financial services ideally which has been in a practice environment, however this is not essential.
Apply on line for consideration.
or call 023392 455422

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

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