We are currently recruiting for a highly regarded Financial Planning practice based in Poole who are looking for a Senior Administrator.
Job Purpose
The Senior Administrator will provide high quality administrative support to our Financial Planners to enable them to provide an outstanding service to their clients.
Principal Accountabilities
Client meeting preparation including issuing letters of authority and collating information for Financial Planners / ParaplannersPreparing valuations and mailingsAssist in product research and information gatheringObtaining illustrations from Assureweb and product providersProcessing new business applications, checking all compliance aspects and chasing them through to completionDealing with existing business queriesProducing client review packs for Financial PlannersPreparing and maintaining client files on I...