Financial Services Administrator

3 months ago


Ringwood, United Kingdom Appointed Ltd Full time

**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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