Dynamite Recruitment are assisting in the recruit of a IFA Administrator for awell-established, independent wealth management firm based in Poole, providing personalised financial planning and investment advice to a diverse range of private clients.As they continue to grow, we are seeking a proactive and detail-oriented Client Services Administrator to join my clients close-knit team.
Key Responsibilities
* Provide administrative support to financial advisers and paraplanners
* Maintain and update client records on back-office systems
* Liaise with clients, providers, and internal teams to handle enquiries and ensure smooth case progression
* Prepare and process new business applications and client documentation
* Manage the onboarding process for new clients, ensuring all compliance requirements are met
* Assist with the preparation of client review packs and reports
* Monitor and follow up on outstanding requirements or documentation
Skills & Experience Essential:
* Previous experience in a financial services or wealth management environment
* Excellent administrative and organisational skills
* Strong attention to detail and accuracy
* Confident communicator with excellent interpersonal skills
* Proficient in Microsoft Office (Word, Excel, Outlook)
What's on Offer
* A supportive, professional working environment
* Opportunities for professional development and industry qualifications
* Competitive salary and benefits package
* Discretionary bonus scheme
* Pension scheme
For more details please apply or contact Tegan at Dynamite Recruitment #J-18808-Ljbffr