img
Permanent

Financial Planning Administrator

Waterlooville
money-bag 26000.00-26000.00 Annual
3129049880
Posted Today

Salary: £28,000 - £30,000 + Bonus + Excellent BenefitsDynamite Recruitment is delighted to be working in partnership with a highly respected and growing financial planning firm who are looking to recruit a Financial Services Administrator to join their supportive and close-knit team. This is an excellent opportunity for an experienced Financial Planning Administrator who enjoys the administrative and client servicing side of the industry and is looking to develop a long-term career in this area. Our client is particularly keen to speak with candidates who are passionate about delivering outstanding client support rather than pursuing a future adviser role. The Role As a Financial Planning Administrator, you will play a key role in supporting advisers and clients, ensuring a smooth and efficient service throughout the client journey. You will be responsible for a variety of administrative duties and will work closely with both internal colleagues and external providers. Key responsibilities will include:Preparing client documentation and reportsLiaising with clients, providers, and third partiesMaintaining accurate client records and databasesSupporting advisers with day-to-day administrationMonitoring workflows and ensuring tasks are completed within agreed timescalesProviding a high level of client service and attention to detail About You To be considered for this position, you will ideally have:Previous experience within a Financial Services Administration roleGood underst

Other jobs of interest...

Dynamite Recruitment
Portsmouth4 days ago
money-bag£26000 - £30000/annum £26,000 - £30,000
Cranleigh Personnel
Fareham2 weeks ago
money-bag28000.00-28000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!