Financial Planning Admin — Grow Your Career Path

Dynamite Recruitment Solutions Ltd; Dorking; Presencial; GBP 28 000 - 34 000; Tempo integral

Resumo da oferta

Dynamite Recruitment Solutions Ltd in Surrey is seeking an experienced Financial Services Administrator to join a Chartered Financial Planning practice during a growth phase. You'll work closely with Financial Advisers, Paraplanners and the administration team to deliver high-quality support and develop your knowledge in financial planning.

This role offers a long-term career with progression into Senior Administration, Paraplanning or Leadership as the business grows.

Qualificações

• Experience within IFA, Financial Planning or Wealth Management administration.
• Good knowledge of financial planning administration and client servicing.
• Excellent attention to detail and organisational skills.

Responsabilidades

• Provide day-to-day administrative support to Financial Advisers.
• Prepare client meeting packs, documentation and follow-up actions.
• Process new business across investments, pensions and protection.
• Handle client servicing requests and liaise with product providers.
• Maintain accurate client records and CRM systems.
• Support clients with applications and documentation.
• Manage adviser diaries and meeting arrangements where required.
• Respond to client queries professionally and efficiently.

Conhecimentos

IFA Administration

Wealth/Financial Planning Admin

Attention to detail

Organisational skills

Ferramentas

CRM systems

Descrição da oferta de emprego

Dynamite Recruitment Solutions Ltd in Surrey is seeking an experienced Financial Services Administrator to join a Chartered Financial Planning practice during a growth phase. You'll work closely with Financial Advisers, Paraplanners and the administration team to deliver high-quality support and develop your knowledge in financial planning.

This role offers a long-term career with progression into Senior Administration, Paraplanning or Leadership as the business grows.