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Job Description

Dynamite Recruitment are recruiting on behalf of an Independent Financial Planning firm for a Senior Financial Planning Administrator. This role will be to support a Senior Financial Advisor on a 1-1 basis. This role of Senior Financial Planning Administrator has come available due to the current person in this role progressing to Paraplanner within the firm.\n \n If you are looking to be a part of an independent firm that values their staff and supports wholly, somewhere you can support the Advisor on a 1-1 basis with a fantastic benefits package that makes a work / life balance happen, within a wonderful team as a Senior IFA Administrator – this is for you!\n \n IFA Administrator Duties include:\n \nPrepare and organise client files for new and existing reviews, including valuation reports.

\nProcess new business applications, withdrawals, drawdowns, and fund switches. \nUpdate and maintain client records \nGather necessary information on existing plans/arrangements to assist in client reviews. \nStructure letters to providers and clients to obtain essential information.

\nHandle general client servicing, including liaising with product providers and third parties. \nConstruct basic suitability reports, such as fund switches, top-ups, and review reports Requirements:\n \nPrevious experience in a similar role (2 years’ minimum) \nExperience within an independent firm \nReliable with exceptional attention to detail \nExcellent written and verbal communication \n In return you will be offered:\n \n£35,000 - £40,000 \nHybrid working – Berkshire \nStudy support \nSupporting the firm’s top advisor \nFlexible start & finish hours \nBenefits package \n Please contact Tegan at Dynamite Recruitment for further information

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