Junior Financial Planning Coordinator
5 days ago
We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Dynamite Recruitment. As a key member of our team, you will provide administrative support to our financial planning advisors, ensuring the smooth operation of our business.
Key Responsibilities- Liaise with clients and providers to resolve queries in a professional and friendly manner.
- Distribute letters of authority and maintain accurate records.
- Collate policy information from providers and update client accounts.
- Set up and amend regular client contributions.
- Perform general administration tasks, including servicing changes to client personal information.
- Confident communication skills, both written and verbal.
- Excellent organizational and time management skills.
- Attention to detail and ability to maintain accurate records.
- Previous office experience in a similar role.
We offer a competitive salary of £23,500 - £26,500, plus a team bonus. You will also have the opportunity to work in a hybrid environment, with flexible start and finish times. Additionally, you will be eligible for private health insurance.
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Junior Financial Planning Coordinator
6 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Dynamite Recruitment Solutions Ltd. As a key member of our team, you will provide administrative support to our financial planning advisors, ensuring seamless day-to-day operations.Key ResponsibilitiesLiaising with Clients and Providers:...
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Junior Financial Planning Coordinator
7 hours ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Dynamite Recruitment Solutions Ltd. As a key member of our team, you will provide administrative support to our financial planning advisors, ensuring seamless day-to-day operations.Key ResponsibilitiesLiaising with Clients and Providers:...
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Junior Financial Planning Coordinator
6 hours ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Dynamite Recruitment Solutions Ltd. As a key member of our team, you will provide administrative support to our financial planning advisors, ensuring seamless day-to-day operations.Key ResponsibilitiesLiaising with Clients and Providers:...
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Junior Financial Analyst
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Bournemouth, Bournemouth, United Kingdom CMA Recruitment Group Full time £45,000 - £55,000CMA Recruitment Group is collaborating with a rapidly expanding organization seeking to onboard a Junior Financial Analyst to enhance their vibrant finance department.This role presents an exciting chance to become an integral part of a corporate setting, where you will report directly to the Financial Controller while also engaging with senior management on...
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Financial Planning Coordinator
5 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full time £25,000 - £32,000About the RoleWe are partnering with an independent financial planning practice in a coastal town in the UK for an experienced Financial Planning Administrator to join their team.Key ResponsibilitiesObtain valuations and product information for analysis and reporting.Support the team in providing administrative assistance with a focus on financial...
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Financial Planning Coordinator
5 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full time £25,000 - £32,000About the RoleWe are partnering with an independent financial planning practice in a coastal town in the UK for an experienced Financial Planning Administrator to join their team.Key ResponsibilitiesObtain valuations and product information for analysis and reporting.Support the team in providing administrative assistance with a focus on financial...
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Financial Planning Coordinator
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Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full timeJob Title: Financial Planning AdministratorJob Type: Full-timeIndustry: Financial ServicesCompany: Independent Financial Planning PracticeLocation: PooleAbout the Role:We are seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will be responsible for providing administrative support to our...
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Financial Planning Coordinator
5 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full timeJob Title: Financial Planning AdministratorJob Type: Full-timeIndustry: Financial ServicesCompany: Independent Financial Planning PracticeLocation: PooleAbout the Role:We are seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will be responsible for providing administrative support to our...
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Financial Planning Coordinator
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Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full timeJob DescriptionDynamite 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...
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Financial Planning Coordinator
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Financial Planning Coordinator
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Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full timeJob DescriptionDynamite 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...
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Financial Operations Coordinator
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