Dynamite Recruitment are supporting a reputable financial planning firm in Dorset, with the recruit of a Client Services Administrator to join their team. In this role, you will provide crucial administrative support to the financial planners and clients, ensuring the smooth and efficient operation of day-to-day activities. You will play a key role in managing client queries, processing documentation, and maintaining accurate records.
Key Responsibilities:
Provide administrative support to financial planners and clients
Manage client communications and handle inquiries professionally
Prepare and process client documents, including applications and forms
Maintain accurate and up-to-date client records
Assist with the scheduling of meetings and appointments
Ensure compliance with regulatory requirements Requirements:
Strong administrative experience, preferably within a financial services environment
Excellent organizational and communication skills
Attention to detail and ability to manage multiple tasks
Proficient in MS Office and office management systems
A proactive, client-focused approach If you are highly organized, detail-oriented, and eager to contribute to a thriving financial services team, we would love to hear from you
£25,000 - £28,000
Office based
Fantastic benefits package
Internal progression available
Private Health Care
Annual Salary reviews
Company bonus
For more information please apply or contact Tegan at Dynamite Recruitment