Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Surrey, S. E. England, England
Salary: Up to £23000.00 per annum
Start Date: ASAP
Reference: BBBH6173_1568037257
Contact Name: Financial Services
Contact Email:
Job Published: September 09, 2019 14:54

Job Description

Financial Planning Administrator
£18K - £23K DOE
Full time

We are proud to be working with a fantastic Chartered Financial Planning practice in the Surrey area, who are looking for an Administrator to join their team!

The individual must have a genuine interest in working in the Financial Services industry and is keen to progress through the company!

Duties include:

  • Completing Asset Allocation spreadsheets
  • Answering telephones and dealing with client non-advice queries
  • Producing valuations and annual review documents
  • Scanning and creating entries
  • Dealing with incoming/outgoing post
  • New client administration
  • Ensuring client information is correctly recorded and updated on I.O

Full training will be provided and also support in qualifications!

If you are interested in this position, then please call 02392455422 and speak to Grace or Chloe or apply via the Dynamite Recruitment website.

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.