Financial Planning Administrator

Description

We're looking for a proactive Financial Planning Administrator with at least 3 years experience in financial services and strong client-facing skills. You'll support advisers and paraplanners in delivering excellent client service across pensions, investments, life assurance, and mortgages.

Key Requirements Minimum CF1 (or equivalent) qualification Strong knowledge of financial products (pensions, investments, protection, mortgages) Experienced using Intelligent Office (IO), Quilter, abrdn, and Elevate Confident working independently and as part of a team Excellent communication and customer service skills Organised, detail-oriented, and able to manage deadlines Proficient in Microsoft Word; basic Excel knowledge Responsibilities Admin support for sales and client review processes Communicate with clients via phone, email, and letters Maintain accurate records on back-office systems Process new business applications and fund switches Keep investment reviews up to date Ensure compliance with internal and FCA standards Support paraplanners by preparing documentation for suitability reports Complete quarterly compliance training Benefits Competitive salary based on experience Non-contributory pension & private medical insurance Full support for exams, study leave, and CPD Ongoing training on systems and financial products Free Parking

Office based, Godalming

GBP30,000 - GBP35,000

For more details please apply or contact Tegan at Dynamite Recruitment

Ad ID: 5417292015