Financial Planning Administrator Location : Shaftesbury, Dorset Salary :  £25,000 - £29,000Are you an organised and detail-oriented professional seeking to grow your career in financial services? A well-established Financial Planning firm who is known for developing high performing Financial Advisers is looking for an enthusiastic Administrator to join their supportive and friendly team. What will you do?

• Collaborate closely with financial advisers and the back-office team to ensure seamless operations.
• Act as a key liaison for clients, handling queries with professionalism and efficiency.
• Maintain communication with providers to manage documentation and updates.
• Prepare and manage client records to ensure compliance and accuracy.
• Draft Letters of Authority, schedule meetings, and manage adviser diaries.
• Process new business and prepare meeting materials to support client engagement.

Preferred experience :

What’s on Offer :

Exam support and funding, including salary increase for exam ...