Financial Planning administrator

ZipRecruiter; Fareham; On-site; GBP 27,000 - 32,000; Full time

Job summary

An established industry player is seeking an experienced Financial Planning Administrator to join their dynamic team in Fareham. This role offers an exciting opportunity to provide high-level administrative support to financial advisers, ensuring smooth client processes and excellent service delivery. You will be responsible for managing submissions, producing essential documentation, and maintaining client communications. If you are proactive, dependable, and have a solid understanding of financial planning, this position could be the perfect fit for you. Join a supportive and growing team where your contributions will make a significant impact.

Qualifications

• Experience in financial planning administration with a clear understanding of processes.
• Ability to produce professional work supporting financial advice.

Responsibilities

• Manage business submissions through to case completion.
• Produce meeting packs and portfolio reports for client meetings.

Skills

Financial Planning Process

Professional Communication

Client Communication

Intelliflo Back-office System

Tools

Intelliflo

Job description

Job DescriptionDynamite Recruitment are supporting a nationwide Independent Financial Planning firm on the recruit of an experienced Financial Planning Administrator to join their experienced and growing team!The purpose of this role is to offer high-level administrative support to the Advisers. The Administrator will be responsible for supporting the new client process and liaising with Advisers, Management, and Clients to deliver excellent service. The role requires initiative and dependability in supporting the business owners and enhancing the existing support function.Key Responsibilities

• Manage business submissions through to case completion, ensuring all files are complete.
• Maintain in-depth knowledge of key platforms/providers and the Intelliflo back-office system.
• Produce meeting packs, portfolio reports, and Suitability Reports for client meetings.
• Process and manage Letters of Authority, ensuring accurate information is entered into the database.
• Proactively handle client communications and provide updates on pending cases.
• Support diary management and coordinate meeting/training rooms.

Relevant Skills and Experience

• Clear understanding of the financial planning process.
• Ability to produce professional work to support the advice process.
• Previous experience within the industry
• Excellent communication written and verbal

Full time, Office basedFareham£27,000 - £32,000For more details please apply or call Tegan at Dynamite Recruitment