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FULL TIME FINANCIAL PLANNING ADMINISTRATOR

FULL TIME FINANCIAL PLANNING ADMINISTRATOR

Job Title: FULL TIME FINANCIAL PLANNING ADMINISTRATOR
Contract Type: Permanent
Location: Brighton, East Sussex
Industry:
Salary: £20000.00 - £22000.00 per annum + study support,
Start Date: asap
Reference: BBBH5051_1537972474
Contact Name: Dynamite Recruitment
Contact Email: contact@dynamiterecruitment.com
Job Published: September 26, 2018 15:34

Job Description

FINANCIAL SERVICES ADMINISTRATOR - Brighton 20-23k
The role is suited to someone who has a background in financial services administration, ideally within the IFA / Wealth Management market.
You will be required to provide an administrative support function comprising of a mixture of client servicing, business processing and general administration which will enable the Financial Planners to provide advice and servicing to clients.
This role is to due to expansion and you will be joining an existing small close knit admin team.
Process new business and application submissions
Liaise with providers to obtain information.
Prepare for review meetings - update financial summaries and valuations
Data management - accurately update and maintain information on systems.
Prepare and send letters to clients and providers.

Please can call 02392 455422 for information on this role.

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