Financial Planning Administrator - Fareham, United Kingdom - Dynamite Recruitment Solutions Ltd

Dynamite Recruitment Solutions Ltd
Dynamite Recruitment Solutions Ltd
Verified Company
Fareham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

My client, a smaller family run firm who offer independent financial advice that pride themselves on the first-class service they provide their clients are looking to expand due to the continued success of the business and are now recruiting for a brightand driven individual to join the administration team This is a fantastic firm to join if you have desires of developing your career further within financial advice as they are more than happy to offer exam support both financially and study time.

This role requires someone with exceptional attention to detail and accuracy. You will receive full training and support and a chance to progress your career in the Financial Services industry.

Duties include:

  • Preparing files for meetings
  • Updating and maintaining the internal systems and documents
  • Liaising with external providers
  • Building relationships with clients, responding to queries via phone, face to face and in writing
  • Pensions, investment and protection administration for new & existing arrangements
  • Responsibility for office running to include ordering and maintaining stationery/equipment supplies.
  • General office and admin duties, including daily post, scanning and visitor hospitality.
  • Assisting in adhoc projects and cases

About you:

  • You will ideally have 2 or more years' administration experience, preferably within an IFA office or in financial services industry.
  • Excellent Communication Skills you must be able to communicate well both written and verbally
  • Excellent organisational skills with the ability to prioritise effectively
  • Confident, resilient and positive by nature with a cando attitude
  • Enjoy working in an open office and being part of a friendly and open team
Financial Planning Administrator
Monday - Friday
Fareham
£23,000 - £26,000 (negotiable)
There is a fantastic benefits package on offer for this role too
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