Financial Planning Administrator
other jobs Dynamite Recruitment Solutions Ltd
Added before 3 Days
- England,South West,Dorset
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Full job descriptionOur client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team.
This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning.
The Role Working closely with Financial Adviser and Paraplanners, you’ll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process.
Key responsibilities include:
*Providing administrative support to Financial Advisers and Paraplanners.
*Preparing client documentation and meeting packs.
*Processing new business across pensions, investments, protection and ISAs.
*Liaising with providers, clients and third parties to obtain information and progress cases.
*Managing client records and ensuring all information is accurate and compliant.
*Preparing suitability report information and supporting the advice process.
*Monitoring applications through to completion and keeping clients updated.
*Ensuring all work is completed in line with FCA and internal compliance standards.
About You We’re looking for someone who has:
*Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment.
*A strong understanding of pensions, investments and financial planning administration.
*Excellent organisational skills with strong attention to detail.
*The ability to manage multiple tasks and prioritise effectively.
*Excellent communication and client service skills.
*Experience using financial planning back-office systems (desirable).
If you’re an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we’d love to hear from you.
£30,000 - £40,000 DOE
Apply today for a confidential discussion.
This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning.
The Role Working closely with Financial Adviser and Paraplanners, you’ll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process.
Key responsibilities include:
*Providing administrative support to Financial Advisers and Paraplanners.
*Preparing client documentation and meeting packs.
*Processing new business across pensions, investments, protection and ISAs.
*Liaising with providers, clients and third parties to obtain information and progress cases.
*Managing client records and ensuring all information is accurate and compliant.
*Preparing suitability report information and supporting the advice process.
*Monitoring applications through to completion and keeping clients updated.
*Ensuring all work is completed in line with FCA and internal compliance standards.
About You We’re looking for someone who has:
*Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment.
*A strong understanding of pensions, investments and financial planning administration.
*Excellent organisational skills with strong attention to detail.
*The ability to manage multiple tasks and prioritise effectively.
*Excellent communication and client service skills.
*Experience using financial planning back-office systems (desirable).
If you’re an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we’d love to hear from you.
£30,000 - £40,000 DOE
Apply today for a confidential discussion.
Job number 3898685
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Company Details:
Dynamite Recruitment Solutions Ltd
Company size: 10–19 employees
Industry: Customer Service
Located in Portsmouth, Dynamite Recruitment offers a national recruitment service for temporary, permanent and contract vacancies across a number of s...