Senior Financial Planning Administrator

Dynamite Recruitment; Greater London; On-site; GBP 30,000 - 45,000; Part time

Job summary

A leading independent financial planning firm is seeking a senior Financial Planning Administrator on a part-time basis. The role involves processing new business, coordinating reviews, and liaising with clients in a supportive team environment. Ideal candidates will have at least 4 years of experience in the financial planning industry and excellent communication skills.

Qualifications

• At least 4 years working in Financial Planning industry.

Responsibilities

• Processing new business and investment bonds.
• Coordinate annual review packs and valuations.
• Liaise directly with clients for documentation and updates.

Skills

Excellent communication skills

Experience using Xplan

Confident working with Microsoft Excel

Job description

We are recruiting for a senior Financial Planning Administrator to join an independent financial planning firm on a part time basis (3 days a week). You will be experienced within financial services. Become part of a really wonderful family feel team who offer a wonderful, supportive environment to be a part of!
Duties;

• Processing new business
• Processing investment bonds (on and offshore), ISAs, Venture, Capital Trusts, Pensions, PMI and Life related business
• Coordinate annual review packs, valuations, and policy summaries.
• Prepare reports, illustrations, and documentation as required.
• Liaise directly with clients to gather required documentation, update personal and financial details, and schedule reviews.

Experience;

• Excellent communication skills, over the phone and written
• Experience using Xplan
• Confident working with Microsoft Excel
• At least 4 years working in Financial Planning industry

For more details please apply or contact Tegan at Dynamite Recruitment