Dynamite Recruitment are proud to be partnering with an independent financial planning practice in Poole for an experienced Financial Planning Administrator to join their experienced and welcoming team, within a family built firm that has grown over the years of continued success. Flexible start/finish times available once probation is passed  Duties include: 

• Process new business applications, withdrawals and fund switches through to completion.
• Communicate both written and verbally with client, providers and other third parties
• Obtain valuations and product information for analysis
• Supporting the Advisors, carrying out administrative duties throughout the process. 
• Schedule and book in review meetings, managing FA diary 

Experience/skill set required

• Minimum of 1 years experience in a similar role within a financial planning firm 
• Excellent Written and verbal communication skills
• Confident user of Microsoft Office 
• Professional manner 

Office based Flexi start/finish timesMonday - Friday £25,000 - £32,000For more details please contact Tegan at Dynamite Recruitment