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Permanent

Financial Administrator

Dorset
money-bag 26500.00-26500.00 Annual
3070095428
Posted 1 week ago

THE COMPANY: Our client is a successful and growing firm of financial advisors who are well known for providing an exceptional service to their clients. ROLE: We are currently working with our client to recruit for a Financial Administrator working Monday-Friday at their offices based in Ferndale. This is a great opportunity to join a growing team and really make the role your own. The role will involve supporting the Advisors and delivering a high level of professionalism to ensure the clients receive an excellent service. Daily duties will include: Answering the phone Monitoring the admin inbox Dealing with client queries Supporting the advisors and clients throughout the application process Liaising with investment and pension providers to make sure clients are kept updated regularly Work to FCA approved standards, ensuring work is compliant and within data protection guidelines Data entry to keep the company database up to date and allow monthly commission payments to advisers Providing efficient administrative support to advisors and keeping them regularly updated Support other members of the administration team during absences due to holiday or illness We would love to speak to candidates who have the following attributes: From a financial services background Organised and self-motivated. Have exceptional customer service experience with a flexible and adaptable approach. IT Literate with excellent attention to deal Personable, presentable and punctual Excellent co

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