IFA Administrator

IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Bournemouth, Dorset
Salary: £18000.00 - £22000 per annum + study support, benefits
Start Date: 02/01/2019
Reference: BBBH5055_1543846176
Contact Name: Financial Services
Contact Email:
Job Published: December 03, 2018 14:09

Job Description

************ Financial Planning Administrator ***************


We are recruiting for a client who has the opening for a financial services administrator to work in a Financial Planning company in Bournemouth.

This role will be working day to day on the financial services administration supprting the Paraplanners and IFA's.

You will be required to administer Pensions and Investments, along with some IHT products.

New Business Applicaitons


Liasing with providers

Adding client informaiotn to back office systems

Booking in client reveiws

Sending out updates and client letters.

Checking all compliance is being adhered to at all times in line with the FCA guidlines and chasing any outstading paperwork that maybe missing.

You will need to have a background in the Financial Services sector in an aministration capacity or if you have worked for a provider.

We would be looking for candidates who excellent with commuinication, both writtend and verbally.

A posistive and motiviated individual who is seeking a longer term career opportunity to progress within a business.

If you have any financial qaulifications this is advantageous but not essential, however exposure to Financial services is key.

Please apply for this role ASAP so you do not miss the end date on the Dynamite Recruitment Website or call 02392 455422

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