Financial Planning Administrator

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