Hybrid workingflexible start/finish times Annual bonus on top of basic* Dynamite Recruitment are proud to partner an Independent Financial Planning firm in the Dorset area on the recruit of an experienced Financial Planning Administrator to join their growing team due to continued success and internal promotions!
Flexibility on start and finish times can be offered as well as hybrid working scheme and excellent benefits package to match (including private medical cover) and exam support if desired! + annual bonus too!
Duties include:
Fund performance analysis
Maintaining client platform accounts
Produce letters of authority
General administration and servicing incl: processing death certificates and changes to client personal information
Processing ad hoc withdrawals from various product types
Setting up and maintenance of regular client contributions Requirements:
Previous experience in a similar role within Financial Planning firm
Professional manner
Excellent verbal and written communication £25,000 - £32,000 + Bonus (upto £3,000)
Yearly salary reviews
Exam support
Private health care Etc (Fantastic benefits package)
For more details please contact Tegan Walsh at Dynamite Recruitment apply now