Dynamite Recruitment is seeking an organised Financial Planning Administrator for an established wealth management firm in the Guildford area. You will support financial advisers with client servicing, new business processing and ongoing financial reviews to ensure excellent service for clients.
Key responsibilities include handling new business, communicating with clients by phone, email and letter, and maintaining accurate records. Familiarity with back-office systems like Intelliflo is a plus.
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Financial Planning Admin - CPD, Benefits & Growth in Guildford employer: Dynamite Recruitment
Join a stable and profitable business with a strong support network, where your role as a Commercial Electrician will be valued and impactful. Enjoy enhanced sick pay, generous holiday options, and a culture that prioritises employee wellbeing through family events and a buddy system for new starters. With jobs typically within 30 minutes of home and flexible hours, this is an excellent opportunity for those seeking meaningful work in a collaborative environment.
