Financial Services Administrator - Carlisle, United Kingdom - Dodd &Co Wealthcare Limited

Dodd &Co Wealthcare Limited
Dodd &Co Wealthcare Limited
Verified Company
Carlisle, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

FINANCIAL SERVICES ADMINISTRATOR

LOCATION:

CARLISLE OR PENRITH


As a result of our continued expansion an opportunity has arisen for an experienced financial services administrator to join our Dodd Wealthcare team.

Providing administrative support to our team of Financial Services Advisers and Paraplanners the role involves preparing financial analysis in advance of client meetings and maintaining client records together with general administrative tasks:

The successful applicant will:

  • Have previous experience of, and enjoy working in, a busy regulated financial services organisation.
  • Have strong computer skills.
  • Be attentive to the needs of our clients and colleagues.
  • Have excellent listening, verbal and written communication skills and a keen eye for detail.
  • Possess strong organisational skills and be able to prioritise tasks,
  • Be self motivated and work well as part of a team.

Interested?

Applications may close early with a sufficient number of applicants.
We offer a brilliant package of staff benefits which we're always adding to in order to make sure Dodds is THE best place to work
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