Financial Planning Administrator

  • Location
    Poole, Dorset
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
  • Salary
    £ 25000 - £ 30000 / Year
  • OrganizationType

Financial Planning Administrator

We're looking for a Financial Planning Administrator to join our client's team in Poole.

This is permanent role, due to start in June 2022.

£25,000 - £30,000 per annum.

What makes this a great opportunity for you?

  • Holiday entitlement is 27 days + all bank holidays on top (which will increase with years of service)

  • Private Medical Insurance

  • Discounted Gym Membership

  • Free Eye Test

  • Season Ticket Loan

What you will be doing…

  • Supporting the administrative duties such as, various propositions & service arrangements

  • Managing client enquiries and planning correspondence

  • Supporting the financial advisors

  • To work in partnership with other UK branches

  • Assisting in product research and information gathering

  • Processing new business applications and checking all compliance aspects

To be successful in this role you'll have…

  • Previous Financial Planning experience

  • Strong Customer Service & IT skills

  • Knowledge of Intelliflo (preferable)

  • Ideally, CISI / CII Level 3 or above

The next steps…

Call Olivia Morgan today at Office Angels, South Coast to discuss your application 01202 557789 /

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Lois Selmes