Financial Planning Admin - CPD, Benefits & Growth

Dynamite Recruitment; Guildford; In loco; GBP 35.000 - 40.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pension scheme

Medical insurance

Study support (CPD)

Training & development

Descrizione del lavoro

Dynamite Recruitment is seeking an organised Financial Planning Administrator for an established wealth management firm in the Guildford area. You will support financial advisers with client servicing, new business processing and ongoing financial reviews to ensure excellent service for clients.

Key responsibilities include handling new business, communicating with clients by phone, email and letter, and maintaining accurate records. Familiarity with back-office systems like Intelliflo is a plus.

Competenze

• Two years’ experience in a client-facing financial planning environment.
• Good understanding of pensions, investments, life assurance and mortgages.
• Thorough understanding of IO.
• Experience with fund switches, processing new business and preparing reviews.
• Excellent communication and customer service skills.
• Strong organisational skills and attention to detail.

Mansioni

• 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.

Conoscenze

Client-facing

Communication

Organisational skills

Strumenti

Intelliflo

Descrizione del lavoro

Dynamite Recruitment is seeking an organised Financial Planning Administrator for an established wealth management firm in the Guildford area. You will support financial advisers with client servicing, new business processing and ongoing financial reviews to ensure excellent service for clients.

Key responsibilities include handling new business, communicating with clients by phone, email and letter, and maintaining accurate records. Familiarity with back-office systems like Intelliflo is a plus.