Job Description
Senior Administrator - Basic to £40,000 + Bonus & Benefits.
A high quality and award winning Financial Planning Practice is looking for an experienced administrator to join their business.
This role will be working within an established Financial Planning team, alongside the Practice Manager with key responsibility for supporting the Financial Planners and their Clients.
Duties will include system and database management (Dynamic Planner), technical support, Client relationship management, business processing and administration.
Full exam and personal development support will be provided alongside a range of development opportunities.
Financial Planning administration experience and sound technical knowledge is essential alongside excellent communication skills, strong literacy and numeracy skills. Experience of using Dynamic Planner would be a plus.