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 availablePrivate Health CareAnnual Salary reviews Company bonusFor more information please apply or contact Tegan at Dynamite ..... full job details .....