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Experienced Financial Planning Coordinator

1 month ago

Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full time £28,000 - £32,000
Financial Planning Administrator Role

We are partnering with an independent financial planning practice in Poole to find 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 be confident in their use of Microsoft Office.

Key Responsibilities:
Obtain valuations and product information for analysis
Provide administrative support to the financial planning team

Requirements:
Minimum of 1 year's experience in a similar role within a financial planning firm
Confident user of Microsoft Office
Office based, Monday - Friday
£