Our Client is a Financial Planning practice based in Wimborne. Their business specialise in providing a complete range of wealth management and personalised financial planning services to clients within the local area.
They are now looking to recruit an all round IFA Administrator to join their existing support team.
As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks accordingly. You will have a 'hands-on' approach and not be afraid to get on with the task in hand.
Your responsibility will be to support the Financial Planners and tasks will include; Processing business, updating the database, liaising with providers, preparation of client review profiles and general office administration.
The client is offering a competitive basic salary plus bonus and company benefits. You will be supported for all market exams and will be given opportunities to further progress within the business.