Experienced Financial Planning Administrator

2 weeks ago


Portsmouth, Portsmouth, United Kingdom Dynamite Recruitment Full time £24,000 - £28,000

Dynamite Recruitment are partnering with a chartered financial planning and wealth management firm on the recruit of a Financial PLanning Administrator to join their team, supporting a Senior Financial Advisor As a Financial Planning Administer you will be working closely with your assigned advisor to support their workload .

Responding to new/existing client queries received via phone and email.
Completion of all tasks allocated via Salesforce including ad hoc tasks.
Client serving experience within a professional environment (preferably within Financial Services)
Proactive and solutions focused Office based
£progression opportunities

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