Financial Planning Administrator

Recruit Wealth are delighted to be supporting and recruiting for one of the most prestigious and recognised Financial Planning businesses in Bournemouth.
Our client is a modern but very well established and extremely professional practice who handle private clients wealth relating to their pensions and investments.
The company prides itself on client care, being able to secure their clients financial security and well being. They are also a Chartered practice upholding only the highest standards in Financial Planning and Wealth Management advice.
They now seek a highly experienced and accomplished Administrator to support the Paraplanners and Financial Planners.
This is a hands on administration role, working alongside experienced team members. Overview of the role is detailed below.
* Processing of new business, pensions and investments
* Preparation of the suitability report and conducting initial research
* Preparing meeting and review packs
* Completing compliance checks
* Handling queries from clients via telephone and email
* Maintaining client databases and using Intelligent Office
* Carrying out general tasks in support of the Financial Planner/Paraplanner
This role will undoubtedly suit an experienced and capable Administrator. The company offers a rewarding and collaborative working culture. Excellent company perks/benefits are available and staff retention is very high, testament to the business and how they look after their team.
A very generous salary is available.
Please apply to us here at Recruit Wealth for an immediate response