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