Administrator

Administrator in Poole - Our client is a leading Independent Financial Advisor who is currently looking for an Administrator to join their team. Working in part of a team with three consultants you will be responsible for; general secretarial duties, copy typing letters, processing and tracking life and investment business through to completion, obtaining portfolio valuations from providers, obtaining quotes, making appointments, liaising with clients face to face and over the telephone, filing, updating clients portfolios on 1st software database and invoicing. You must have knowledge of pensions and working within an IFA practice. Knowledge of 1st software would be an advantage.

Location: Poole
Salary: £13000 - £15000 per annum

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