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Purley, Surrey
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Financial Planning Administrator

Financial Planning Administrator

Dynamite Recruitment Solutions Ltd

Posted 13 hours ago, valid for 22 days

Purley, Surrey CR82HP, England

£30,000 - £36,000 per annum

Part Time

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Sonic Summary

Dynamite Recruitment is seeking a Part-time administrator for an Independent Financial Planning firm in Purley, ideally for 3 days a week in the office with flexible hours.
The role involves supporting two financial advisers and includes responsibilities such as preparing suitability reports, managing client documentation, and coordinating annual reviews.
Candidates should have office experience and a stable career history, with excellent communication and organizational skills being essential.
Previous experience in Financial Services or as a PA/EA is desired but not mandatory.
Salary details have not been specified, but training and support for personal development will be provided.

Dynamite Recruitment are partnering with an established Independent Financial Planning firm in Purley on the recruit of a Part-time administrator to join their team! Looking for ideally someone 3 days a week in the office, hours and days can be flexible. Working within the client services team in Purley and supporting two financial advisers, this role is integral to enabling a first-class service to our financial planning clients. Training and support are available for personal development.Responsibilities include:

Preparation of Suitability Reports, for new business & policy amendments.
Managing and sending out other ad-hoc client documentation.
Managing and coordinating annual client reviews and dealing with client queries (Telephone and email)
Ensuring the back-office system is up to date
Adhering to FCA regulations and internal policies and procedures

We are open on experience coming into this position. Although, office experience and a stable career history is essential along with excellent communication skills.Desired experience and skills;

Previous Financial Services experience or PA/EA
Excellent communication skills both written and verbal
Excellent organisational skills
Previous Administration experience

For more details please contact Tegan at Dynamite Recruitment

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