Financial Planning Administrator

Dynamite Recruitment are recruiting on behalf of an Independent Financial Planning firm for a Senior Financial Planning Administrator. This role will be to support a Senior Financial Advisor on a 1-1 basis. This role of Senior Financial Planning Administrator has come available due to the current person in this role progressing to Paraplanner within the firm.

If you are looking to be a part of an independent firm that values their staff and supports wholly, somewhere you can support the Advisor on a 1-1 basis with a fantastic benefits package that makes a work / life balance happen, within a wonderful team as a Senior IFA Administrator this is for you!

IFA Administrator Duties include:

• Prepare and organise client files for new and existing reviews, including valuation reports.
• Process new business applications, withdrawals, drawdowns, and fund switches.
• Update and maintain client records
• Gather necessary information on existing plans/arrangements to assist in client reviews.
• Structure letters to providers and clients to obtain essential information.
• Handle general client servicing, including liaising with product providers and third parties.
• Construct basic suitability reports, such as fund switches, top-ups, and review reports

Requirements:

• Previous experience in a similar role (2 years minimum)
• Experience within an independent firm
• Reliable with exceptional attention to detail
• Excellent written and verbal communication

In return you will be offered:

• £35,000 - £40,000
• Hybrid working Berkshire
• Study support
• Supporting the firm s top advisor
• Flexible start & finish hours
• Benefits package

Please contact Tegan at Dynamite Recruitment for further information