Administrator

Posted 18 April by Dynamite Recruitment Solutions Ltd
£24,000 - £26,000 per annum
Poole , Dorset
Permanent, full-time

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Posted by Dynamite Recruitment Solutions Ltd
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team. This is a entry level role into the industry and will an excellent 'foot in the door' for the right person to get into the Financial Services industry. 
You will book/manage client annual review meetings for the Financial Advisors.

This role does not require industry experience, the essential skill is a professional telephone manner and organisational skills for diary management. 

Duties include: 
  • Liaise with clients via phone and email to book in annual review meetings
  • Update and manage each Financial Advisors diary
  • Send confirmation letters to clients
  • Make up and maintain compliant files
Full time 
Office based
£24,000 - £26,000 
Progression available
training program
Exam support

Reference: 52499568

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