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IFA Technical Administrator / Junior Paraplanner

Vacancy Title: IFA Technical Administrator / Junior Paraplanner
Contract Type: Permanent
Location: Bournemouth, Dorset
Industry:
Salary: Benefits, bonus + study support
Start Date: asap
REF: BBBH5106_1539693083
Contact Name: Dynamite Recruitment
Contact Email: contact@dynamiterecruitment.com
Vacancy Published: about 1 month ago

Vacancy Description

Junior Paraplanner / Senior administrator

To provide technical administration support and research/prepare personalised Advice for our Financial Planners who provide holistic financial planning to a bank of both existing clients and potential new clients who pay regular fees to receive a designated level of service

Research and preparation of personalised Advice Letters & Reports.

  • Working together with the Financial Planners, Client Support Manager, Client Support and Administrators to ensure a smooth workflow for your team.
  • Ensuring client service agreement requirements are met and procedures adhered to.
  • Maintaining and updating our database.
  • Preparing meeting packs.

Dealing with technical aspects of client queries and helping / assisting the administrators
Knowledge of Financial Services Industry and products. Ideally working towards the Diploma or have some qualifications that are industry relevant.

Please call 02392 455422 for more details

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