Financial Services Administrator

Financial Services Administrator

Job Title: Financial Services Administrator
Contract Type: Permanent
Location: Poole, Dorset
Salary: £2000.00 - £22000.00 per annum
Start Date: ASAP
Reference: BBBH5789_1557995556
Contact Name: Financial Services
Contact Email:
Job Published: May 16, 2019 09:32

Job Description

A brand-new opportunity has arisen to work as part of a lively, friendly and well-respected Wealth Management firm, providing administrative support. This is an exciting, fast paced and varied role, which will include liaising with clients and Financial Planners. We provide a personal, independent and bespoke wealth management service to high net worth clients.

What's needed for me to be considered?

  • Previous experience within an IFA practice
  • Knowledge and understanding products such as pensions, investments (ISA's, Investment Bonds)
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude
  • Ideally have worked with Intelligent Office ( IO )

Day to Day Activities

  • Managing the 'Letters of Authority' process
  • Accurate data input and keeping back office system updated
  • Scanning documents
  • Chasing providers for outstanding documentation
  • Onboarding and supporting new Financial Planners
  • Producing annual review documents
  • Booking client review meetings
  • Running ad-hoc admin projects
  • Knowledge of Word, Excel, Outlook and fully IT literate
  • Knowledge and experience in working with provider platforms
  • Attention to detail, thoroughness and accuracy
  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure
  • Initiative to develop own ideas and projects to assist in the ongoing development of our client proposition
  • Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.