Financial Planning Administrator

  • Location


  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:


  • Salary:

    £22000 - £25000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

  • Job ref:


  • Published:

    11 days ago

  • Expiry date:


  • Startdate:


  • Consultant:

    Thomas Williams

MB Fitzgerald Recruitment are currently working with a well established Financial Planning business in Dorset who are looking to recruit an experienced Financial Planning Administrator to join their team.

This company specialise in providing independent financial advice to private clients and your role will be to work closely with the advisers, ensuring that clients get a first class service. You'll be working with an experienced team and will be guided and mentored by Paraplanners and the Leadership team.

Duties will include:

  • Processing new business
  • Updating and maintaining internal administration system
  • Client contact and liaison with insurance companies
  • Fund switching within range of financial products
  • Wrap Platform processing & administration
  • Assisting with portfolio & fund reviews

Skills and experience required:

  • Must have demonstrable experience in an administrator's role within a financial planning business
  • Qualification would be ideal, it is not a necessity
  • Professional and organised approach to work
  • Excellent communication skills both written and verbal
  • You will have good IT skills

On Offer

The company are willing to offer a basic salary of up to £25,000 plus company benefits. They will also offer study support and there will be genuine opportunities for this person to progress within the business.