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Senior Financial Planning Administrator

Dynamite Recruitment Solutions Ltd

Guildford

On-site

GBP 25,000 - 40,000

Part time

2 days ago
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Job summary

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

Qualifications

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

Responsibilities

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

Skills

Communication
Microsoft Excel
Client Liaison

Tools

Xplan

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
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