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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