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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
Senior Financial Planning Administrator employer: Dynamite Recruitment Solutions Ltd
Join our independent financial planning firm as a Senior Financial Planning Administrator and experience a supportive, family-oriented work culture that prioritises employee well-being and growth. With flexible part-time hours and opportunities for professional development, you will thrive in an environment that values your contributions and fosters meaningful client relationships.
Contact Detail:
Dynamite Recruitment Solutions Ltd Recruiting Team
