Financial Planning Administrator

Job Type:
Permanent
Job Sector:
Financial Services
Region:
South East
Location:
Surrey
Salary:
£23,000 to £23,000 per annum
Posted:
09/09/2019
Recruiter:
Dynamite Recruitment Solutions
Job Ref:
BBBH6173

Financial Planning Administrator
�18K - �23K DOE
Full time

We are proud to be working with a fantastic Chartered Financial Planning practice in the Surrey area, who are looking for an Administrator to join their team!

The individual must have a genuine interest in working in the Financial Services industry and is keen to progress through the company!

Duties include:

* Completing Asset Allocation spreadsheets
* Answering telephones and dealing with client non-advice queries
* Producing valuations and annual review documents
* Scanning and creating entries
* Dealing with incoming/outgoing post
* New client administration
* Ensuring client information is correctly recorded and updated on I.O

Full training will be provided and also support in qualifications!

If you are interested in this position, then please call 02392455422 and speak to Grace or Chloe or apply via the Dynamite Recruitment website.

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

Contact Details:
Dynamite Recruitment Solutions
Tel: 02392 455422
Fax: +44(0)2392 474 400
Contact: Financial Services
Email:

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