Financial Planning Administrator

Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Bournemouth, Dorset
Salary: £24000.00 - £28000.00 per annum + Benefits, bonus + study support
Start Date: 02/01/2019
Reference: BBBH4957_1542895796
Contact Name: Dynamite Recruitment
Contact Email:
Job Published: November 22, 2018 14:09

Job Description

Financial Planning Administrator - Prestigious Dorset based IFA
Dynamite Financial Services Recruitment Team has been instructed by a HNW IFA based in Dorset to recruit for an organised and confident IFA Administrator to work along side the Paraplanners and Financial Planners on a HNW client base in all aspects of Financial Planning.

Some of the duties include:
Emailing correspondence to clients & Financial Planners
Letters of Authority
Liaising with providers/3rd parties
Obtaining vaulations
Support the Paraplanners with any urgent administration task to meet deadlines.
Making sure all compliance is correct and present with all client files
Updating the client data base
New business applications
Booking in client reviews and managing diaries accordingly.
Other general ad-hoc admin duties that may need attending to on a day to day basis.

For the role you will paid a salary of £24 - 27,000 + Benefits + holiday and study support to progress throughout the business if you wish to take that option.
Contact: Chloe in the Financial Services Team @ Dynamite Recruitment

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