Financial Services Administrator

Company Description

Job Description

Location: East Dorset

Salary: to £24k + bonus + benefits

My client is now looking for an experienced Financial Services Administrator to join their team.

The role would suit someone with min 1-2 years Financial Services Admin experience ideally dealing with Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds. You will be experienced and familiar with a wide variety of financial products as well as regulatory requirements. You will be a proactive candidate who has a “can do” attitude and can work on their own initiative whilst following detailed team processes.

The role will see you supporting financial planners by setting up appointments, preparing valuations and documentation for meetings, processing adviser instructions following the meeting, keeping the back office system updated, maintaining live files and case notes along with processing client agreed recommendations.

You will be IT literate including MS Office and also web savvy to cater for the various online processing portals and tools.

This is a fast-paced role working within a busy interdependent team so a confident and polite communication style is key to keeping colleagues updated as well as reminding and getting clarification on any instructions.

Accuracy and attention to detail within this role are essential as is the ability to work in a team environment.

Send your CV now if you feel you fit the bill!

Qualifications

Additional Information