Financial Planning Administrator

(function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f; Poole; On-site; GBP 24,000 - 28,000; Full time

Job summary

A well-established independent wealth management firm in Poole is seeking a proactive Client Services Administrator. Responsibilities include providing administrative support to financial advisers, managing client onboarding, and maintaining records. The role offers a competitive salary along with opportunities for professional development in a supportive work environment.

Benefits

Professional development opportunities

Competitive salary and benefits

Discretionary bonus scheme

Pension scheme

Qualifications

• Experience in financial services or wealth management preferred.
• Strong interpersonal skills and communication.
• Proficient in Microsoft Office tools.

Responsibilities

• Provide administrative support to financial advisers.
• Maintain and update client records on systems.
• Manage onboarding process and case progression.

Skills

Attention to detail

Organisational skills

Communication

Tools

Microsoft Office

Job description

Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness.

Maximum Storage Duration: Session Type: HTML Local Storage

Maximum Storage Duration: Persistent Type: HTML Local Storage

Maximum Storage Duration: Session Type: HTML Local Storage

Maximum Storage Duration: Session Type: HTML Local Storage

Maximum Storage Duration: Persistent Type: HTML Local Storage

Maximum Storage Duration: Persistent Type: HTML Local Storage

_MadgexTracking[x2] Pending Maximum Storage Duration: 2 years Type: HTTP Cookie

_MadgexTracking_gid[x2] Pending Maximum Storage Duration: 1 day Type: HTTP Cookie

li_gc Pending Maximum Storage Duration: 180 days Type: HTTP Cookie

AWSALB[x2] Registers which server-cluster is serving the visitor. This is used in context with load balancing, in order to optimize user experience. Maximum Storage Duration: 7 days Type: HTTP Cookie

AWSALBCORS[x2] Registers which server-cluster is serving the visitor. This is used in context with load balancing, in order to optimize user experience. Maximum Storage Duration: 7 days Type: HTTP Cookie

csrfToken Helps prevent Cross-Site Request Forgery (CSRF) attacks. Maximum Storage Duration: Session Type: HTTP Cookie

Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness.

_ga[x2] Registers a unique ID that is used to generate statistical data on how the visitor uses the website. Maximum Storage Duration: 2 years Type: HTTP Cookie

_ga_#[x2] Used by Google Analytics to collect data on the number of times a user has visited the website as well as dates for the first and most recent visit. Maximum Storage Duration: 2 years Type: HTTP Cookie

_gat[x2] Used by Google Analytics to throttle request rate Maximum Storage Duration: 1 day Type: HTTP Cookie

collect Used to send data to Google Analytics about the visitor's device and behavior. Tracks the visitor across devices and marketing channels. Maximum Storage Duration: Session Type: Pixel Tracker

__eoi Used in order to detect spam and improve the website's security. Maximum Storage Duration: 180 days Type: HTTP Cookie

AMP_unsent_# Registers statistical data on users' behaviour on the website. Used for internal analytics by the website operator. Maximum Storage Duration: Persistent Type: HTML Local Storage

AMP_TLDTEST[x2] Registers statistical data on users' behaviour on the website. Used for internal analytics by the website operator. Maximum Storage Duration: Session Type: HTTP Cookie

AMP_# Registers statistical data on users' behaviour on the website. Used for internal analytics by the website operator. Maximum Storage Duration: 1 year Type: HTTP Cookie

AMP_MKTG_# Registers statistical data on users' behaviour on the website. Used for internal analytics by the website operator. Maximum Storage Duration: 1 year Type: HTTP Cookie

AMP_TEST Registers statistical data on users' behaviour on the website. Used for internal analytics by the website operator. Maximum Storage Duration: Session Type: HTTP Cookie

Maximum Storage Duration: Persistent Type: HTML Local Storage

_dd_s Registers the website's speed and performance. This function can be used in context with statistics and load-balancing. Maximum Storage Duration: 1 day Type: HTTP Cookie

dd_cookie_test_# Registers data on visitors' website-behaviour. This is used for internal analysis and website optimization. Maximum Storage Duration: 1 day Type: HTTP Cookie

DoubleSubmit_SecsInTheCity_ResponsiveJobSeeker Pending Maximum Storage Duration: Session Type: HTTP Cookie

JobSearchCriteria Pending Maximum Storage Duration: Session Type: HTTP Cookie

JobSearchResultIds Pending Maximum Storage Duration: Session Type: HTTP Cookie

JSMRI Pending Maximum Storage Duration: 1 year Type: HTTP Cookie

m_tempUsrId Pending Maximum Storage Duration: Session Type: HTTP Cookie

MdgxArticlesLastSearchParams Pending Maximum Storage Duration: Session Type: HTTP Cookie

Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness.

_gcl_au[x2] Used by Google AdSense for experimenting with advertisement efficiency across websites using their services. Maximum Storage Duration: 3 months Type: HTTP Cookie

goog:cached:topics Pending Maximum Storage Duration: Persistent Type: HTML Local Storage

IDE Used by Google DoubleClick to register and report the website user's actions after viewing or clicking one of the advertiser's ads with the purpose of measuring the efficacy of an ad and to present targeted ads to the user. Maximum Storage Duration: 400 days Type: HTTP Cookie

NID Registers a unique ID that identifies a returning user's device. The ID is used for targeted ads. Maximum Storage Duration: 6 months Type: HTTP Cookie

pagead/1p-user-list/# Tracks if the user has shown interest in specific products or events across multiple websites and detects how the user navigates between sites. This is used for measurement of advertisement efforts and facilitates payment of referral-fees between websites. Maximum Storage Duration: Session Type: Pixel Tracker

Maximum Storage Duration: Persistent Type: HTML Local Storage

pagead/gen_204 Collects data on visitor behaviour from multiple websites, in order to present more relevant advertisement - This also allows the website to limit the number of times that they are shown the same advertisement. Maximum Storage Duration: Session Type: Pixel Tracker

pcs/activeview Used by DoubleClick to determine whether website advertisement has been properly displayed - This is done to make their marketing efforts more efficient. Maximum Storage Duration: Session Type: Pixel Tracker

pcs/view Pending Maximum Storage Duration: Session Type: Pixel Tracker

csi Collects data on visitors' preferences and behaviour on the website - This information is used make content and advertisement more relevant to the specific visitor. Maximum Storage Duration: Session Type: Pixel Tracker

_gcl_ls Tracks the conversion rate between the user and the advertisement banners on the website - This serves to optimise the relevance of the advertisements on the website. Maximum Storage Duration: Persistent Type: HTML Local Storage

li_sugr Collects data on user behaviour and interaction in order to optimize the website and make advertisement on the website more relevant. Maximum Storage Duration: 3 months Type: HTTP Cookie

_uetsid Used to track visitors on multiple websites, in order to present relevant advertisement based on the visitor's preferences. Maximum Storage Duration: Persistent Type: HTML Local Storage

Maximum Storage Duration: Persistent Type: HTML Local Storage

_uetvid Used to track visitors on multiple websites, in order to present relevant advertisement based on the visitor's preferences. Maximum Storage Duration: Persistent Type: HTML Local Storage

Maximum Storage Duration: Persistent Type: HTML Local Storage

MSPTC Pending Maximum Storage Duration: 1 year Type: HTTP Cookie

MUID Pending Maximum Storage Duration: 1 year Type: HTTP Cookie

_uetsid[x2] Collects data on visitor behaviour from multiple websites, in order to present more relevant advertisement - This also allows the website to limit the number of times that they are shown the same advertisement. Maximum Storage Duration: 1 day Type: HTTP Cookie

_uetvid[x2] Used to track visitors on multiple websites, in order to present relevant advertisement based on the visitor's preferences. Maximum Storage Duration: Session Type: HTTP Cookie

sqzl_session_id Collects data on visitors. This information is used to assign visitors into segments, making website advertisement more efficient. Maximum Storage Duration: 1 day Type: HTTP Cookie

sqzllocal Collects visitor data related to the user's visits to the website, such as the number of visits, average time spent on the website and what pages have been loaded, with the purpose of displaying targeted ads. Maximum Storage Duration: 30 years Type: HTTP Cookie

sqzl_session_id Collects data on visitors. This information is used to assign visitors into segments, making website advertisement more efficient. Maximum Storage Duration: Persistent Type: HTML Local Storage

sqzl_vw Collects data on visitors. This information is used to assign visitors into segments, making website advertisement more efficient. Maximum Storage Duration: Persistent Type: HTML Local Storage

sqzllocal Collects data related to the user's visits to the website, such as the number of visits, average time spent on the website and what pages have been loaded, with the purpose of displaying targeted ads. Maximum Storage Duration: Persistent Type: HTML Local Storage

i/jot/embeds Sets a unique ID for the visitor, that allows third party advertisers to target the visitor with relevant advertisement. This pairing service is provided by third party advertisement hubs, which facilitates real-time bidding for advertisers. Maximum Storage Duration: Session Type: Pixel Tracker

#-# Used to track user’s interaction with embedded content. Maximum Storage Duration: Session Type: HTML Local Storage

__Secure-ROLLOUT_TOKEN Pending Maximum Storage Duration: 180 days Type: HTTP Cookie

iU5q-!O9@$ Registers a unique ID to keep statistics of what videos from YouTube the user has seen. Maximum Storage Duration: Session Type: HTML Local Storage

LAST_RESULT_ENTRY_KEY Used to track user’s interaction with embedded content. Maximum Storage Duration: Session Type: HTTP Cookie

LogsDatabaseV2:V#||LogsRequestsStore Used to track user’s interaction with embedded content. Maximum Storage Duration: Persistent Type: IndexedDB

nextId Used to track user’s interaction with embedded content. Maximum Storage Duration: Session Type: HTTP Cookie

remote_sid Necessary for the implementation and functionality of YouTube video-content on the website. Maximum Storage Duration: Session Type: HTTP Cookie

requests Used to track user’s interaction with embedded content. Maximum Storage Duration: Session Type: HTTP Cookie

ServiceWorkerLogsDatabase#SWHealthLog Necessary for the implementation and functionality of YouTube video-content on the website. Maximum Storage Duration: Persistent Type: IndexedDB

TESTCOOKIESENABLED Used to track user’s interaction with embedded content. Maximum Storage Duration: 1 day Type: HTTP Cookie

VISITOR_INFO1_LIVE Tries to estimate the users' bandwidth on pages with integrated YouTube videos. Maximum Storage Duration: 180 days Type: HTTP Cookie

YSC Registers a unique ID to keep statistics of what videos from YouTube the user has seen. Maximum Storage Duration: Session Type: HTTP Cookie

ytidb::LAST_RESULT_ENTRY_KEY Stores the user's video player preferences using embedded YouTube video Maximum Storage Duration: Persistent Type: HTML Local Storage

YtIdbMeta#databases Used to track user’s interaction with embedded content. Maximum Storage Duration: Persistent Type: IndexedDB

yt-remote-cast-available Stores the user's video player preferences using embedded YouTube video Maximum Storage Duration: Session Type: HTML Local Storage

yt-remote-cast-installed Stores the user's video player preferences using embedded YouTube video Maximum Storage Duration: Session Type: HTML Local Storage

yt-remote-connected-devices Stores the user's video player preferences using embedded YouTube video Maximum Storage Duration: Persistent Type: HTML Local Storage

yt-remote-device-id Stores the user's video player preferences using embedded YouTube video Maximum Storage Duration: Persistent Type: HTML Local Storage

yt-remote-fast-check-period Stores the user's video player preferences using embedded YouTube video Maximum Storage Duration: Session Type: HTML Local Storage

yt-remote-session-app Stores the user's video player preferences using embedded YouTube video Maximum Storage Duration: Session Type: HTML Local Storage

yt-remote-session-name Stores the user's video player preferences using embedded YouTube video Maximum Storage Duration: Session Type: HTML Local Storage

Maximum Storage Duration: Persistent Type: HTML Local Storage

madgex-te8/a31.png Pending Maximum Storage Duration: Session Type: Pixel Tracker

Maximum Storage Duration: Session Type: HTML Local Storage

timeOfLastActionExecution Pending Maximum Storage Duration: Persistent Type: HTML Local Storage

List of domains your consent applies to: [#BULK_CONSENT_DOMAINS#]

[#IABV2_TITLE#] [#IABV2_BODY_INTRO#]

[#IABV2_TITLE#] [#IABV2_BODY_INTRO#] [#IABV2_BODY_LEGITIMATE_INTEREST_INTRO#] [#IABV2_BODY_PREFERENCE_INTRO#] [#IABV2_BODY_PURPOSES_INTRO#] [#IABV2_BODY_PURPOSES#] [#IABV2_BODY_FEATURES_INTRO#] [#IABV2_BODY_FEATURES#] [#IABV2_BODY_PARTNERS_INTRO#] [#IABV2_BODY_PARTNERS#]

About Cookies are small text files that can be used by websites to make a user's experience more efficient.

Do not sell or share my personal information

Salary 24000.00 - 28000.00 GBP Annual + GBP24,000 - GBP28,000

Dynamite Recruitment are assisting in the recruit of a IFA Administrator for a well-established, independent wealth management firm based in Poole, providing personalised financial planning and investment advice to a diverse range of private clients. As they continue to grow, we are seeking a proactive and detail-oriented Client Services Administrator to join my clients close-knit team.

Key Responsibilities

• Provide administrative support to financial advisers and paraplanners
• Maintain and update client records on back-office systems
• Liaise with clients, providers, and internal teams to handle enquiries and ensure smooth case progression
• Prepare and process new business applications and client documentation
• Manage the onboarding process for new clients, ensuring all compliance requirements are met
• Assist with the preparation of client review packs and reports
• Monitor and follow up on outstanding requirements or documentation

Skills & Experience Essential:

• Previous experience in a financial services or wealth management environment
• Excellent administrative and organisational skills
• Strong attention to detail and accuracy
• Confident communicator with excellent interpersonal skills
• Proficient in Microsoft Office (Word, Excel, Outlook)

What's on Offer

• A supportive, professional working environment
• Opportunities for professional development and industry qualifications
• Competitive salary and benefits package
• Discretionary bonus scheme
• Pension scheme

For more details please apply or contact Tegan at Dynamite Recruitment

Not what you're looking for? Get headhunted for relevant jobs.