IFA Administrator

IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Poole, Dorset
Salary: Up to £20000.00 per annum
Start Date: ASAP
Reference: BBBH5263_1544114005
Contact Name: Financial Services
Contact Email:
Job Published: December 06, 2018 16:33

Job Description

IFA Administrator
£18K-£20K DOE
9am- 5:30am Monday - Friday
Full Training Given

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

The Role:

  • Answer any telephone queries professionally and efficiently.
  • Ensure client meeting packs are ready
  • Update client Portfolios on TP ensuring values and information are correct
  • Chase new business to ensure completion

The Ideal Candidate:

  • Has experience in Financial Services
  • Great Personality
  • Confident on the phone
  • High Attention to detail
  • Computer Literate

This role will interview and commence almost immediately so little or no notice period would be ideal but is not essential!

If you would like to apply please do on the Dynamite Recruitment website or call 02392 455422 and ask for Grace or Chloe!

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