Financial Services Administrator
A friendly professional Financial Planning Company are seeking an additional Financial Services Administrator to join the current team based near Stubbington.
The main duties for this role are to support the Para planners, Advisers and Directors in all aspects of the financial Planning Administration process.
Checking all documents are accurate
New business applications
Point of contact for clients
Contacting providers for valuations
Log any changes in to client details
The daily role will come with general administration duties as well.
The ideal candidate would be someone who has worked within a Financial Planning advisory office and has had exposure to working in a like for like role. Our client would be looking for someone who has also understanding of the cradle to grave administration process of Pension and Investments.and also if you have had any workings the Fidelity Platform would be ideal, however its not essential
The client is happy to support anyone who wants to progress within the business and complete any financial exams.
This is an urgent role and we are looking to run 1st stage interviews next week.
Please apply direct on the Dynamite Website or call 02392 455422
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.