Dynamite Recruitment
Financial Planning Administrator
Job Location
Surrey, United Kingdom
Job Description
Dynamite Recruitment are proud to supporting a fantastic company on the
recruit for an Financial Planning Administrator, a really fantastic job role to step into! Based within a Independent Financial Planning Practice in Surrey. Working as Private Client Administrator and PA to the Managing Director, providing exceptional quality administrative and technical support to them and the wider team.
Duties and Responsibilities will include, but not be limited to:
Process and submit new business to providers and ensure all paperwork is completed accurately
Ensure client data is accurately maintained
Prepare documentation for client meetings, including literature, illustrations and forms from providers. Pre-complete application forms and other documents for client signing or approval where necessary.
Ensure client agreements, including fee schedules, are in place and signed, documented and saved so that all client records remain FCA compliant and up-to-date
Schedule and manage follow up tasks relating to client meetings and business submissions.
Produce client portfolio valuations and statements. Requirements
We are open and flexible on our requirements in this role. Whether you are newly qualified, looking to step into financial planning or a recent graduate. A good attitude and passion for the industry is very welcome! Likewise, someone experienced in Administration within Financial Planning looking for a role with security long term and PA duties would be welcomed!
Sound technical knowledge covering investments, pensions, protection for High Net Worth Individuals, Trusts and Corporates including the underwriting process
Ideally, experience using Intelligent Office (back office system)
Understanding of the FCA rules and regulations
Competent with Microsoft package, general IT Skills
Excellent written and verbal communication skills £24,00 - £32,000 (Dependant on experience)
Surrey
This role will be primarily office based, but with flexibility on ad-hoc occasions to work from home.
For more details please apply or contact Tegan at Dynamite Recruitment
Location: Surrey, GB
Posted Date: 12/20/2024
recruit for an Financial Planning Administrator, a really fantastic job role to step into! Based within a Independent Financial Planning Practice in Surrey. Working as Private Client Administrator and PA to the Managing Director, providing exceptional quality administrative and technical support to them and the wider team.
Duties and Responsibilities will include, but not be limited to:
Process and submit new business to providers and ensure all paperwork is completed accurately
Ensure client data is accurately maintained
Prepare documentation for client meetings, including literature, illustrations and forms from providers. Pre-complete application forms and other documents for client signing or approval where necessary.
Ensure client agreements, including fee schedules, are in place and signed, documented and saved so that all client records remain FCA compliant and up-to-date
Schedule and manage follow up tasks relating to client meetings and business submissions.
Produce client portfolio valuations and statements. Requirements
We are open and flexible on our requirements in this role. Whether you are newly qualified, looking to step into financial planning or a recent graduate. A good attitude and passion for the industry is very welcome! Likewise, someone experienced in Administration within Financial Planning looking for a role with security long term and PA duties would be welcomed!
Sound technical knowledge covering investments, pensions, protection for High Net Worth Individuals, Trusts and Corporates including the underwriting process
Ideally, experience using Intelligent Office (back office system)
Understanding of the FCA rules and regulations
Competent with Microsoft package, general IT Skills
Excellent written and verbal communication skills £24,00 - £32,000 (Dependant on experience)
Surrey
This role will be primarily office based, but with flexibility on ad-hoc occasions to work from home.
For more details please apply or contact Tegan at Dynamite Recruitment
Location: Surrey, GB
Posted Date: 12/20/2024
Contact Information
| Contact | Human Resources Dynamite Recruitment |
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