Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Fareham
Reference: 1284007
Contact Email:
Job Published: June 10, 2022 09:45

Job Description

Dynamite Recruitment is seeking a financial planning administrator to join a Small and professional Financial Planning firm in Fareham. This role is to join the back-office administration team.

The administration team are an important part of the company with their influence not taken lightly. The team provides support to the advisers for pre and post meetings. This can range from arranging the appointments, obtaining valuations, contacting providers to check on plan information, processing investment trades, following through on applications, ensuring clients income requirements are met as per meeting outcomes, taking phone calls from clients and providers, handling the post and emails and generally helping to keep the whole office running.

Duties include:
  • Supporting advisers with various tasks
  • Preparation of Review Packs and reports
  • Updating clients via email and telephone
  • Arranging client appointments
  • Dealing with post
  • Answering phones / client queries
  • IT support
  • Office supplies
  • Assistance in collection of Management Information
  • General office duties (e.g. filing, scanning)
  • Meeting & greeting clients
This firm are happy to train staff and help you gain industry qualifications where appropriate. There is normally at least one member of staff studying for an exam at some point. However, there is no expectation for the non-advising staff to do this. Their priority is for each individual to excel in their role but, understand for some that does not mean having additional qualifications.
For more information, please apply now or contact Tegan Sillett at Dynamite Recruitment!
Key Words: Financial Services, Financial Services Administrator, Financial Planning, Financial Planning Administrator, IFA, IFA Admin, Pensions Administrator, Investments Administrator, FCA, Administrator, Mortgage Processor, Protection Administrator, Applications Administrator, Completions Administrator,