Financial Services Administrator - Carlisle, United Kingdom - Dodd and Co Wealthcare

Description

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.

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 Current benefits include:

• Flexible working opportunities available
• We have 'core hours' and 2-4) to allow some flexibility when needed
• Up to 30 days paid holiday PLUS Bank Holidays Plus the opportunity to build an additional 8 days of holiday with our flexible working system
• Competitive salary and pension
• Reviewed annually for everyone
• Health & wellbeing plan including Company sick pay and a Mosaic Health Care Plan.
• A calendar of regular social events
• Training and development opportunities
• Tailored to you and your role.

Benefits:

• Company pension
• Life insurance

Schedule:

• Monday to Friday

Application question(s):

• Are you able to reliably locate to work location?

Experience:

• Regulated financial services: 1 year (required)

Work Location:
In person

Application deadline: 23/08/2023