Financial Planning Administrator

Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Surrey, England
Salary: Negotiable
Start Date: ASAP
Reference: BBBH5458_1549903752
Contact Name: Financial Services
Contact Email:
Job Published: February 11, 2019 16:49

Job Description

Financial Planning Administrator
Competitive salary!
Full time position with amazing benefits!

Dynamite Recruitment is currently recruiting for a very high-end and award-winning IFA company who are very well established in the area.

The Role:

  • Submitting new business applications
  • Carrying out electronic anti-money laundering checks for new and existing clients
  • Ad-hoc tasks given by the Financial Planner and Paraplanning team leaders
  • Working with the Financial Planners to help maintain compliance standards
  • General office/admin duties

The Ideal Candidate:

  • Experience as an Administrator or in a similar role
  • Computer literate in Microsoft software
  • Experience in an IFA practice preferable
  • Ability to work to time scales and processes
  • Excellent attention to detail

This role will interview and commence almost immediately so little or no notice period would be ideal but is not essential!

Please contact Grace and Chloe at Dynamite Recruitment for more details or apply directly!
02392 455422

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