Technical Financial Planning Administrator
We are working with a leading Wealth Advisory business based in West Sussex. They are looking to grow the business support team that is already a highly efficient and professional team supporting all the Wealth Advisers and Paraplanners.
This is a great opportunity for someone who has experience in the Financial Services sector, ideally from a Wealth or IFA environment however, they are also interested if you have worked for a provider and have good administration skills along with product knowledge of Pensions and Investments!
- Submitting new business applications of Pensions and investments
- Answering client queries and taking the appropriate action to ensure the query is dealt with in a timely manner
- Obtaining Valuations and Quotations
- Sending out client letters
- Preparing any paperwork for the Advisors prior to meetings
- Supporting the Paraplanners in their Admin support
If you are interested to hear more about this position then please contact Chloe and Grace on 02392455422 or apply via the Dynamite Recruitment website!
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.