Financial Services Administrator
3 days ago
Are you an experienced _Administrator _looking to make a career move into Financial Services? Want to learn how to administer investment, pension and mortgage products? How about working for a well-established firm of Independent Financial Advisersin a stunning location in Wimborne, Dorset? Competitive salary, highly beneficial pension scheme and company dogs appeal? Great We want to hear from you
MPLOY is looking to source a full time & permanent _Financial Services Administrator_ for an established client in Wimborne, Dorset.
Why should you be interested? Our client is offering:
- An annual salary of £19,760 to £35,000 dependant on your level of experience.
- Full time and permanent work. You can expect to work Monday to Friday with hours of work being either 0830hrs to 1630hrs or 0900hrs to 1700hrs.
- 28 days of annual leave per year.
- Excellent company pension with free personal pension advice.
- Free onsite parking.
- Need unexpected time off? Not to worry our client is very understanding/flexible to your needs.
- A location that’s a 10-minute drive from Wimborne or a 13-minute drive from central Poole (car required/no public transport available).
- has some experience working in an administrative processing capacity. You don’t have to hold Financial Advisor, Mortgage Advisor, Investment Advisor, Paraplanner qualifications whatsoever.
- has good core Microsoft Office skills and is system savvy. You may already have experience in using Financial Services software which would be highly valued by our client.
- is an excellent multitasker with capacity for a broad workload. Our client’s IFAs tend to support 60 pension/investment clients with an additional 100 mortgage clients at any one time.
- has an eye for detail and is highly accurate. Double checking will be second nature to you and errors won’t escape your attention.
- uses their initiative appropriately to problem solve and can manage their time effectively.
- is a clear/efficient communicator.
- is a team player that is willing to ‘muck in’. You can expect to work collaboratively with a range of internal stakeholders and are always willing to put clients first.
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