Are you a seasoned Financial Administrator seeking a dynamic role that offers career progression, hybrid working, and study support?
Our client, a distinguished boutique financial services firm based in Dorset, is renowned for its personalised approach to financial planning. They are currently seeking a Senior Financial Administrator to join their team. This firm offers a comprehensive range of services, including investment management, pension planning, protection planning, and discretionary investment management, all meticulously tailored to meet the unique needs of their clients.
Key Responsibilities:
- Effectively handle queries from clients and other parties, ensuring accurate and appropriate communication.
- Communicate with clients via telephone, taking and acting on verbal instructions, and promptly referring to relevant departments if necessary.
- Arrange meetings for financial advisers.
- Create and maintain accurate client records in compliance with company policies and procedures.
- Liaise with product providers and other third parties.
Qualifications:
- Ideally educated to at least A-Level or equivalent, including GCSE Maths and English at grade B or Grade 5.
- At least 3-5 years of experience in a financial services role. Experience with Intelligent Office (IO) is advantageous.
- Proficient in Microsoft Office Suite with a strong understanding of the financial planning process and products.
Skills & Abilities:
- Ability to work within defined business processes and achieve agreed outcomes without supervision.
- Capable of working both independently and as part of a team, with the ability to prioritise and plan workload effectively.
- Strong attention to detail and accuracy in all tasks.
The ideal candidate will possess excellent verbal and written communication skills, they will be proactive, motivated, and hardworking, demonstrating a strong people-cantered approach. Professional integrity is essential, as the role requires the ability to empathise with customers while clearly explaining professional points. The candidate should also be adept at fostering open and constructive relationships with both colleagues and customers
If you are a detail-oriented Financial Administrator and looking to advance your career, we would love to hear from you. Apply now and be part of a team that values growth, collaboration, and excellence.
Please contact Joanna Clark to discuss this senior Financial Administrator role further.