Financial Planning Administrator in Guildford
Posted by Dynamite Recruitment
£35,000 – £40,000 a year
Guildford · Permanent
Key Responsibilities
- Provide administrative support for new business and client reviews.
- Communicate with clients by telephone, email and letter.
- Process new business applications and check documentation for accuracy.
- Maintain accurate client records and files using back-office systems.
- Keep client investment reviews up to date and prepare fund switch reports.
- Prepare client information and documentation for outsourced paraplanners, including fact-finds, risk assessments and illustrations.
- Support paraplanners with suitability reports where required.
- Follow compliance procedures and complete relevant regulatory training.
- At least two years’ experience in a client-facing financial planning environment.
- Good understanding of pensions, investments, life assurance and mortgages.
- Thorough understanding of IO
- Experience on doing fund switches, processing new business and preparing reviews.
- Excellent communication and customer service skills.
- Strong organisational skills and attention to detail.
What’s on Offer?
- £35,000 - £40,000
- Non-contributory employer pension scheme.
- Medical insurance.
- Support with professional qualifications, including exam fees, study materials and study leave.
- Internal training, development and time off for relevant CPD events.
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