Financial Planning Administrator

Dynamite Recruitment Solutions Ltd; Bracknell; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

An independent financial planning firm is seeking a Senior Financial Planning Administrator to support a Senior Financial Advisor on a one-on-one basis. The role includes preparing client files, processing business applications, and maintaining client records. Candidates should have a minimum of 2 years' experience in a similar role, excellent attention to detail, and strong communication skills. This position offers a salary of £35,000 - £40,000, hybrid working, flexible hours, and a comprehensive benefits package.

Benefits

Study support

Flexible start & finish hours

Benefits package

Qualifications

• Minimum of 2 years’ experience in a similar role.
• Experience in an independent financial firm.
• Reliable and detail-oriented with excellent communication skills.

Responsibilities

• Prepare and organize client files for reviews.
• Process new business applications and withdrawals.
• Maintain client records and gather necessary information.
• Construct basic suitability reports.

Skills

Attention to detail

Communication skills

Client servicing

Job description

Dynamite Recruitment are recruiting on behalf of an Independent Financial Planning firm for a Senior Financial Planning Administrator. This role will be to support a Senior Financial Advisor on a 1-1 basis. This role of Senior Financial Planning Administrator has come available due to the current person in this role progressing to Paraplanner within the firm.

If you are looking to be a part of an independent firm that values their staff and supports wholly, somewhere you can support the Advisor on a 1-1 basis with a fantastic benefits package that makes a work / life balance happen, within a wonderful team as a Senior IFA Administrator – this is for you!

IFA Administrator Duties

• Prepare and organise client files for new and existing reviews, including valuation reports.
• Process new business applications, withdrawals, drawdowns, and fund switches.
• Update and maintain client records
• Gather necessary information on existing plans/arrangements to assist in client reviews.
• Structure letters to providers and clients to obtain essential information.
• Handle general client servicing, including liaising with product providers and third parties.
• Construct basic suitability reports, such as fund switches, top-ups, and review reports

Requirements

• Previous experience in a similar role (2 years’ minimum)
• Experience within an independent firm
• Reliable with exceptional attention to detail
• Excellent written and verbal communication

In return you will be offered

• £35,000 - £40,000
• Hybrid working – Berkshire
• Study support
• Supporting the firm’s top advisor
• Flexible start & finish hours
• Benefits package

Please contact Tegan at Dynamite Recruitment for further information.