Administrator

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