Financial Planning Administrator

Financial Planning Administrator Location: Wimborne Minster, Dorset (BH21) Salary: £22,000 to £30,000 per annum, depending on experience Contact: Permanent Hours: Full or Part Time ( Salary will be on a pro rata basis for Part Time candidates) The opportunity: An exciting new opportunity has arisen for a Financial Planning Administrator to join a family run practice of Andrew David Associates, an Appointed Representative of St. James s Place Wealth Management Plc. Andrew David Associates delivers a highly tactile relationship with its clients and needs someone who can work within our small and dedicated team to help enhance their proposition experience even further. Someone who can evidence extra mile client experience will be essential. Our practice is located in The Market House, Cornmarket, in the beautiful Town of Wimborne, and is situated close to the Wimborne Minster. Being a family business, we pride ourselves on treating and respecting our clients as if they were part of the family. The role - Financial Planning Administrator You will provide efficient administrative support within our practice in Wimborne, in respect of the business generated, and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations, and valuations, as well as processing all new business documentation in accordance with the agreed service and quality standards. You will be required to handle ..... full job details .....