Overview
Dynamite Recruitment are supporting a reputable financial planning firm in Dorset, with the recruitment 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.
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.
Benefits and Details
* £25,000 - £28,000
* Office based
* Fantastic benefits package
* Internal progression available
* Private Health Care
* Annual Salary reviews
* Company bonus
How to Apply
For more information please apply or contact Tegan at Dynamite Recruitment
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