Financial Services Administrator
5 months ago
Dolby Financial Planning is part of M&G Wealth Advice, a well-respected financial services company. Our focus is on helping clients achieve their aims, goals, and objectives, we do this by providing financial planning advice delivered in a way that makes them feel heard and taken care of.
You will be joining us in an exciting chapter of growth in our company. We want to make a positive impact on the people with whom we work - both inside and outside of the company. We are looking for brilliant people who will help shape our culture and values as we develop and write the next chapter of our story.
Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business and be comfortable with potential hybrid working and office-based working in the future. Initially the role will be home based, but as we grow, we will acquire an office in or around Huddersfield and you will be expected to attend 2 days per week, although there will be flexibility. You will join us on a part-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.
As a Financial Services Administrator you would work as a team and to provide timely and efficient administration to support the Director and Financial Planner.
Financial Services Administrator
**Purpose**
To provide efficient administrative support to Director & Financial Planners.
**Responsibilities**
This role involves various administrative tasks, including correspondence preparation, client communication, data maintenance, schedule management, document handling, and support for financial product research. It also includes general administrative duties as required and directed by business leadership.
**Person specification**:
Desirable:
- Previous experience in IFA, Wealth Management, or Banking.
Essential:
- Strong organisation and time management skills.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Relationship-building abilities.
- Commitment to quality and meeting deadlines.
- Excellent communication skills.
- Attention to detail.
- Willingness to learn and collaborate.
- Flexibility in working hours.
- Adherence to confidentiality and data protection.
- Integrity, Positive, diligent, and customer-centric attitude.
**Job Types**: Part-time, Permanent
Part-time hours: 15 per week
**Salary**: £23,141.00-£24,525.00 per year
**Benefits**:
- Company pension
- Flexitime
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Performance bonus
Ability to Commute:
- Huddersfield (preferred)
Ability to Relocate:
- Huddersfield: Relocate before starting work (preferred)
Work Location: Hybrid remote in Huddersfield
Reference ID: FSA001
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