Posted by Dynamite Recruitment Solutions Ltd • £23K/yr to £27K/yr
Duties include
Input, manage and block out Financial Advisors diaries.
Liaise directly with client to book in annual review meetings with their Financial Advisor.
General
Dynamite Recruitment are proud to be partnering with an independent financial planning practice in Poole for an office Coordinator to join their experienced and welcoming team, within a family built firm that has grown over the years of continued success.
Posted by Knight Temple Recruitment • £35K/yr to £55K/yr
If so, we could have the perfect role for you!
Are you an experienced sales professional who is consistently achieving targets and looking for the next step in your career?
Do you like the idea of passing your wisdom and knowledge on to others but are also driven by smashing targets yourself and don't want to miss the buzz you get when you make a sale?
Posted by Talent Sure Recruitment Limited • £25K/yr
Main Responsibilities
Support Retentions and Sales teams with all administrative duties.
General
Working as an Administrator, your role is to support the Retentions and Sales teams to ensure all relevant paperwork is accurate, up to date and within FCA regulations.
Our client, a highly respected specialist insurance company, is looking for a passionate and professional individual to join the team and support their Administration team.
Posted by Dynamite Recruitment Solutions Ltd • £28K/yr to £32K/yr
Duties include
Process new business applications, withdrawals and fund switches through to completion.
General
Dynamite Recruitment are proud to be partnering with an independent financial planning practice in Poole for an experienced Financial Planning Administrator to join their experienced and welcoming team, within a family built firm that has grown over the years of continued success.
Flexible start/finish times available once probation is passed
To be the first point of contact for referrals and to carry out means tests for grant applications to establish the eligibility of applications, including accurately recording sensitive financial information from grant applicants.as well as carrying out necessary checks with Revenue and Benefits and the Land Registry.
Will be responsible for the operational delivery of the client's disabled facilities grant programme in accordance with the Housing Grants, Construction and Regeneration Act 1996 and Care Act 2014 and other relevant policy and best practice.
To have a good working knowledge of relevant systems including MOSAIC, Ferret and Civica Flare to support the Adaptations Officers in the maintenance of these systems and generate, analyse and present reports as required.
Due to continued growth and success a fantastic opportunity has arisen for a Trainee Sales Consultant based in their modern offices in Bournemouth.
This is a great opportunity to join a highly successful organisation, where you will be provided with ongoing training and development on the job and the opportunity to gain industry recognised qualifications.