Financial Planning Administrator

Dynamite Recruitment; Guildford; Presencial; GBP 35.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pension scheme

Medical insurance

Study support (CPD)

Training & development

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client-facing

Communication

Organisational skills

Herramientas

Intelliflo

Descripción del empleo

We’re looking for an organised and client-focused Financial Planning Administrator to join an established wealth management firm. You’ll support financial advisers with client servicing, new business processing and ongoing financial reviews, helping to ensure clients receive an excellent level of service.

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.

About You

• 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.

Experience with Intelliflo or similar back-office systems, investment platforms and supporting paraplanners would be advantageous.

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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