Senior Financial Planning Administrator - Fareham, United Kingdom - Dynamite Recruitment Solutions Ltd

Dynamite Recruitment Solutions Ltd
Dynamite Recruitment Solutions Ltd
Verified Company
Fareham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

My client, a smaller family run firm who offer independent financial advice that pride themselves on the first-class service they provide their clients are looking to expand due to the continued success of the business and are now recruiting for a brightand driven individual to join the administration team This is a fantastic firm to join if you have desires of developing your career further within financial advice as they are more than happy to offer exam support both financially and study time.

A fun, dynamic yet professional environment.

There's rarely a dull moment so you must have bags of energy and be willing to initiate and drive what needs to be done.

There's parking, laughter and an office dog

You will be joining a forward thinking and innovative firm of Independent Financial Advisers and you will become part of a friendly team who work hard for their clients to give them absolute clarity, understanding and confidence.

This role requires someone with existing financial planning administration experience and ideally level 4 qualified or working towards this.

Duties include:

  • Servicing clients and supporting IFAs, with emphasis on the more technical aspects of financial services administration.
  • Pensions, investment and protection administration for new & existing arrangements.
  • Analysing existing arrangements, researching new plans & preparing client discussion documents.
  • Obtaining & preparing illustrations and new business submission.
  • Liaising with our outsourced paraplanners.
  • Checking financial planning reports for technical accuracy
  • Assisting in adhoc projects and cases.

About you:

  • You will ideally have 2 or more years' administration experience, preferably within an IFA office or in financial services industry.
  • Excellent Communication Skills you must be able to communicate well both written and verbally
  • Excellent organisational skills with the ability to prioritise effectively
  • Confident, resilient and positive by nature with a cando attitude
  • Enjoy working in an open office and being part of a friendly and open team
Financial Planning Administrator
Monday - Friday
Fareham
£24,000 - £30,000
There is a fantastic benefits package on offer for this role too
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