Join to apply for the Financial Planning Administrator role at DYNAMITE RECRUITMENT SOLUTIONS LIMITED
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Join to apply for the Financial Planning Administrator role at DYNAMITE RECRUITMENT SOLUTIONS LIMITED
We are seeking a dedicated and experienced Financial Planning Administrator to join a well-established, independent financial advisory firm based just outside Woking. This is a pivotal, fully office-based role providing comprehensive administrative support to the team of Financial Advisers.The ideal candidate will have a professional, mature attitude and a strong eye for detail, capable of consistently producing accurate, high-quality work. Key Responsibilities
* Provide administrative support to Financial Advisers across all areas of financial planning.
* Maintain and update client records on the back-office system
* Ensure all client files comply with regulatory standards.
* Prepare client documentation, including illustrations, key features documents, and application forms.
* Process new business applications, investment trades, pension contributions, and transfer requests.
* Draft and submit Letters of Authority and liaise with product providers to obtain information.
* Prepare investment valuations, performance reports, and review packs.
* Assist with compiling client meeting documentation and annual review reports.
Key Requirements
* Minimum 2 years’ experience in a similar role within an Independent Financial Adviser (IFA) firm.
* High attention to detail and strong organisational skills.
* Proficient in using Intelligent Office and Wrap Platforms (e.g. Standard Life, Aegon, Transact).
* Strong working knowledge of Microsoft Word and Excel.
* Solid understanding of financial planning processes, compliance, and current regulations.
* Excellent written and verbal communication skills.
* Professional, punctual, well-presented, and a strong team player.
Package
* Competitive salary up to £35,000 (dependent on experience)
* 25 days holiday + bank holidays
* Company pension scheme
* Discretionary annual bonus
* Death in service benefit
* Free on-site parking
* Support with professional development and qualifications
* Friendly, professional, and sociable office environment
For more details please apply or contact Tegan at Dynamite Recruitment
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Outsourcing and Offshoring Consulting
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