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    Financial Services Administrator Full Time Permanent - Poole, Dorset, United Kingdom - Your Talent Solutions Ltd

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    Full time
    Description
    Financial Services Administrator

    Permanent - Fully Office Based


    As a Financial Services Administrator, you will play a vital role in facilitating communication between Financial Planners, internal departments, and relevant providers.

    Working closely with the team, your responsibilities will include processing a variety of investment applications and executing client trade instructions efficiently.

    Additionally, you will be responsible for creating and maintaining client files, ensuring the accurate recording and management of client data on Intelligent Office.


    Our client is recognised as one of the leaders in their field, they are known internationally for their work and the impact this work has across the 100 countries they operate in.

    They are known for quality, performance, and exceptional results.

    Our client is a leading, purely fee based, Independent Financial Adviser (IFA) that provides a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.


    This unbiased approach to financial planning, based solely on a client's circumstances and lifestyle objectives, sets this client apart from other financial planning firms.

    Process various investment applications and place client trade instructions
    Process new business and servicing existing clients
    Liaise with Financial Planners, internal departments, providers where necessary
    accurately record and maintain client data on Intelligent Office
    Additional administrative activity such as daily post, emails, and project work
    Creating electronic files for new clients on Intelligent Office and keeping client records up to date.
    Initially working 5 days per week in the Poole office, once established more of a hybrid office/home based approach


    Join with our client as a Financial Services Administrator and become an integral part of their Business Support Team in one of the top IFA firms in the UK.



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