Financial Planning administrator

ZipRecruiter; Portsmouth; 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. This role is crucial in providing high-level administrative support to financial advisers, ensuring the smooth running of client processes. You will be responsible for managing submissions, producing essential reports, and maintaining client communications, all while working in a supportive office environment. This is a fantastic opportunity for someone with a solid understanding of the financial planning process and a passion for delivering excellent service. If you're ready to take your career to the next level, this role is perfect for you!

Qualifications

• Experience in financial planning and administrative support is essential.
• Strong communication skills, both written and verbal, are required.

Responsibilities

• Manage submissions and ensure all client files are complete.
• Produce reports and handle client communications effectively.

Skills

Financial Planning Process

Professional Communication

Client Management

Administrative Support

Education

Relevant Industry Experience

Tools

Intelliflo Back-office System

Job description

Job Description

Dynamite 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

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

Relevant Skills and Experience

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

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