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 with in 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