Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Portsmouth
Reference: 1246463
Contact Email:
Job Published: February 19, 2022 17:45

Job Description

We are recruiting for an Financial Planning Administrator to join a leading successful and busy Financial planning and Wealth Management firm. A fantastic opportunity for an junior candidate that wants to develop their career further within Financial Services, with the offered career progression and exam support. Training is provided.

We are looking for someone that is extremely well organised with a very high attention to detail, that has the ability to manage a busy, varied workload. You will be highly proactive. A great personality is also very important to make the most of the brilliant environment created.

duties include:
  • Preparing new business and client review packs
  • Issue letters of authority, ID checks
  • Produce client portfolio valuations.
  • Obtaining documents from product providers
  • Processing New Business submissions – using the back-office systems, liaise with product providers, ensuring applications are received and tracked.
  • Maintaining client files – maintain client files and ensuring they are up to date
  • General office administration
This is a Hybrid position offering career development and exam support. This is a fantastic opportunity for someone passionate about getting into Financial Services and building their career. Starting salary £19,000 - £20,500

For more information or to apply for this role then please contact Tegan on 02392 455422 or apply on the Dynamite recruitment website

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