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IFA ADMINISTRATOR

Vacancy Title: IFA ADMINISTRATOR
Contract Type: Temporary
Location: Southampton, Hampshire
Industry:
Salary: £10.00 - £11.00 per hour + Flexible working hours
Start Date: asap
Duration: 6 months
REF: BBBH5149_1542135525
Contact Name: Financial Services
Contact Email: chloe.emmerson@dynamiterecruitment.com
Vacancy Published: 27 days ago

Vacancy Description

URGENT TEMP ROLE 6 MONTHS - FLEXIBLE WORKING HOURS CENTRE SOUTHAMPTON

A small Financial Advising company based in Southampton is seeking an experienced IFA administrator to help the busy growing business.

Due to maternity leave the client is seeking someone who can come into the busines for approx 6 months however could be longer.

They are a busy office that is in a situation now to keep the administration support adeqaute to volumes of business coming in.


This role is for someone who has worked in the Financial services sector previously or they would even consider a banking background.
The duties are:

Administering Pension & Invesments.

Preparing the meeting information ready for clients

Booking in reviews.

Adding client data to the system.

Sending out letters to clients
New business applications
Valuations
General admin duties

We need someone who has an understanding of the financial sector and happy to work in a small practice with the adviser.

PLEASE APPLY ASAP

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