Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: East Sussex
Reference: 1229585
Contact Email:
Job Published: January 11, 2022 17:15

Job Description

This is a fantastic opportunity for an experienced Financial Planning Administrator to join a growing, award winning financial advice firm who hold a fantastic reputation in the market. We are looking for a senior IFA administrator to join our busy and experienced team. We are looking for a passionate, forward thinking and experience individual for this position. We can offer some flexibility regarding working hours, to help support your work/life balance.

Duties include:
  • Prepare review meeting files
  • Submit new business and process trades
  • Assisting with new business document preparation
  • Accurate and timely input of data into main database and other software.
  • Ensure client fees and commission are set up and maintained correctly
  • Manage the firms review meeting schedule
  • Assist with the gathering of information from providers of policies/investments and inputting onto relevant front sheets, using the checklist provided.
  • Contact Providers to obtain policy information where necessary.
  • Ensure tasks in the main database are updated and any client interactions are recorded using tasks and purpose-built workflows.
  • Maintaining client files, inputting, and updating data into systems, in accordance with GDPR guidelines.
  • Ensure all client communications and documents are scanned into the system in a timely manner.
  • General office duties including answering phones/intercom, filling, scanning, and photocopying.
  • Adhoc administration tasks on behalf of Financial Planners and FPAs.
Please contact Tegan Sillett at Dynamite Recruitment on 02392455422 for more details or apply now!!!!