Client Services Administrator

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

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