Job Description
Dynamite Recruitment are are looking for a proactive and detail-oriented Financial Planning Administrator to support a small team of financial advisers and paraplanners. This is a great opportunity for someone with experience in financial services who wants to build their knowledge and grow within a professional, client-focused environment.Key Responsibilities
* Provide administrative support for client reviews and new business processing
* Communicate professionally with clients by phone, email, and letter
* Maintain and update client records
* Assist with preparing documentation for paraplanners, including fund switch reports and valuations
* Ensure all files are accurate and compliant with regulatory standards
* Support paraplanners with basic suitability report preparation when required
What We’re Looking For:
* At least 2 years’ experience in a financial services
* Good understanding of pensions, investments, life assurance, and mortgages
* Strong communication and organisational skills
* Proficient in Microsoft Word, with basic Excel knowledge
Benefits
* Competitive salary
* Non-contributory pension scheme
* Private medical insurance
* Support for exams and professional development
* CPD time and internal training provided
For more details please apply or contact Tegan at Dynamite Recruitment
#J-18808-Ljbffr