Senior Financial Planning Administrator

We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services.

Key Responsibilities
 
Administer client investment reviews, ensuring accuracy and timeliness
Communicate with clients via telephone, email, and written correspondence
Process new business applications, fund switches, and related documentation
Maintain accurate client records, files, and portfolio information
Use back-office systems; experience with Intelliflo and Quilter Investment Platform preferred
Support paraplanners as required, including preparation of suitability documentation  
Qualifications  
At least 4-5 years’ experience as an investment administrator (or similar)
Strong knowledge of pensions, investments, life assurance, and mortgages  Key Attributes  
Excellent communication and customer service skills
Highly organised, able to prioritise and meet deadlines under pressure
Confident PC user, including Microsoft Word and basic Excel
Able to work independently and as part of a team to high professional standards  Benefits  
Non-contributory pension scheme
Private medical insurance
Exam and study support, including paid study leave and exam fees
Ongoing training, development, and CPD support
Free onsite parking  
£35,000 - £40,000 starting salary  
Hybrid working   For more details please apply or contact Tegan at Dynamite Recruitment