Financial Planning Administrator
Dynamite Recruitment
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.
- 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).
£30,000 - £40,000 DOE
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