Dorset-based Financial Administrator
1 day ago
About the Position:
We are looking for a highly organized and detail-focused Dorset-based Financial Administrator to join our team at Fram Executive Search Limited. In this role, you will provide essential administrative support to our financial advisor, ensuring the smooth delivery of financial planning services to clients.
Key Responsibilities:
- Offer high-level administrative support to our financial advisor, including managing client documents and records.
- Handle client communication and queries, providing prompt and professional responses.
- Assist with financial planning and analysis, helping to identify opportunities for growth and improvement.
- Contribute to the development of our financial advisor's client base, identifying opportunities for expansion and improvement.
What We Offer:
- A salary of approximately £26,000 per annum, reflecting your skills and experience.
- The opportunity to work with a reputable Chartered firm in a supportive and dynamic environment.
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