Financial Planning Coordinator

4 days ago


Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full time
Job Description

Dynamite Recruitment Solutions Ltd is proud to be partnering with an independent financial services firm in the UK for an experienced Financial Planning Administrator to join their team.

The ideal candidate will have a minimum of 1 year's experience in a similar role within a financial planning firm and possess excellent written and verbal communication skills.

The successful candidate will be responsible for:

  • Processing new business applications, withdrawals, and fund switches through to completion.
  • Communicating with clients, providers, and other third parties.
  • Obtaining valuations and product information for analysis.
  • Supporting financial advisors with administrative duties throughout the process.
  • Scheduling and booking review meetings, managing the financial advisor's diary.

The successful candidate will be a confident user of Microsoft Office and possess a professional manner.

This is an office-based role with flexible start and finish times available once probation is passed.

The salary for this role is £25,000 - £32,000 per annum.



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