Administrative Support for Financial Planners

7 days ago


Poole, Poole, United Kingdom Recruit UK Ltd. Full time

We are currently looking for an Administrative Support for Financial Planners to join our team at Recruit UK Ltd. in Poole.

In this role, you will be responsible for providing administrative assistance to our financial planners, enabling them to focus on delivering exceptional client service.

You will have the opportunity to develop your skills in a fast-paced environment, working closely with our experienced financial planning team.

**Key Responsibilities:**

  • Client liaison and communication
  • Preparing meeting materials and presentations
  • Coordinating with third-party providers

**What We Offer:**

  • Competitive salary of up to £30,000 per annum
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment


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