Junior Financial Planning Coordinator

5 days ago


Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full time
About the Role

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.
Requirements
  • 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.
What We Offer

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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