At a Glance
- Tasks: Support financial advisers and paraplanners with admin tasks and client records.
- Company: Independent Financial Planning practice in Bournemouth with a supportive team.
- Benefits: Competitive salary, career progression, and a chance to learn from industry experts.
- Other info: Great opportunity for growth into a paraplanner role.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Experience in financial administration and strong attention to detail.
The predicted salary is between 49500 - 60500 £ per year.
Dynamite Recruitment is assisting an Independent Financial Planning practice in recruiting an experienced Financial Planning Administrator in Bournemouth. The role focuses on providing admin support to Advisers and Paraplanners and processing new business across pensions, investments and ISAs, ensuring client records are accurate and compliant.
Working closely with advisers, you will help prepare meeting packs and suitability information, progressing applications to completion.
Financial Planning Admin: Path to Paraplanner in Bournemouth employer: Dynamite Recruitment
Dynamite Recruitment is an exceptional employer that values its employees by providing a dynamic work culture and ample opportunities for professional growth. Located in the vibrant city of London, the company offers competitive salaries, ongoing training, and unique benefits such as a company car allowance and participation in engaging company events, making it an ideal place for those seeking meaningful and rewarding employment.
