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Financial Planning administrator

Vacancy Title: Financial Planning administrator
Contract Type: Permanent
Location: Basingstoke, Hampshire
Industry:
Salary: Negotiable
REF: BBBH5506_1551213063
Contact Name: Financial Services
Contact Email: chloe.emmerson@dynamiterecruitment.com
Vacancy Published: 26 days ago

Vacancy Description

We are working on behalf of a long standing client based on the Hampshire / Surrey border.

We have a super opportunity for a ambitious individual who is looking for a company whereby they can develop their career within the financial services sector. This company is looking for someone who can work in a fast paced environment can work well in a team thinking quickly on their feet.

This role is for a financial administrator who is looking to take the next step. You will be working in the admin team and alongside the Paraplanning team supporting all aspects of the process.

For example:

New business apps
Letters of authority
Checking compliance
Valuations
Review diary management
Meeting prep for adviser
Money Transfers
Client contact written /phone based.

Working with the Office Manager you will also assist with any other Ad-hoc duties.
We are looking for candidates who have worked in the Financial sector before, this could be from a provider or a IFA environment.

You will have a good working understanding of Pensions & Investments.
You will have or have the motivation to complete your Diploma Level 4 or other relevant exams.
A positive attitude
Organised
Strong attention to detail
Ideally were looking for someone who has worked with provider platforms.

If you are keen on this role please email me your cv by applying on the Dynamite recruitment website, or call Chloe on 02392 455422

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