Financial Services Administrator
3 months ago
**Whole of market national Wealth Management practice are recruiting from one of their smaller offices based in Ringwood for a Financial Planning Administrator to support 2 Chartered financial planners with their administration aiding them to provide local, face to face financial advice to their bank of 150 households.**
Considering 4 or 5 days, office based, flexibility with hours, 25 days holiday +BH, Christmas shut down, parking permit paid, and pension contribution.
**Duties such as**:
- Undertake sufficient product and market research.
- Preparing documentation for client reviews and packs.
- Liaising with clients and providers to obtain any relevant information.
- Working on Intelligent Office to ensure the database is always upto date
**Job Types**: Full-time, Part-time, Permanent
Part-time hours: 37.5 per week
**Salary**: £23,000.00-£29,000.00 per year
**Benefits**:
- Company pension
- On-site parking
- Sick pay
Schedule:
- No weekends
Supplemental pay types:
- Performance bonus
Work Location: In person
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