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Financial Services administrator

Financial Services administrator

Job Title: Financial Services administrator
Contract Type: Permanent
Location: Waterlooville, Hampshire
Industry:
Salary: £19000.00 - £250000 per annum
Start Date: asap
Reference: BBBH5636_1554391595
Contact Name: Financial Services
Contact Email: chloe.emmerson@dynamiterecruitment.com
Job Published: April 04, 2019 16:26

Job Description



We are recruiting for a brilliant opportunity that has come up with one of our top clients. This is a rare opportunity as its ideal for someone who is looking to progress in the financial services sector. If you are a Graduate this may be suitable !!!!

My client is a super well established IFA who is looking to expand the IFA support team.
The role requires you to carry out the day to day New business function for the Advisor,
The opportunity with this company is great, they are looking for someone who wants to develop and grow in the role. They offer lots of support options in respect of studying and to then progress in role as you gain the relevant experience/qualifications.

The role will include covering front of house/ Reception. You need to be happy with reception work and being client facing.

Some of the other duties will involve:
Checking that all paper work is present
Assisting with booking in client reviews
Gathering provider information
Assisting with Commissions
Fund Switches
New Business Apps

For this role you will need to have a degree in Business or Economics, or have worked in the financial services sector previously ideally within a IFA practice area, however this is not essential.

Salary is competitive, please contact me if you would like to know more
or Apply on the Dynamite recruitment website

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