Vacancy Title: Financial Planning Administrator
Contract Type: Permanent
Location: Christchurch
REF: 1316775
Contact Email:
Vacancy Published: 9 days ago

Vacancy Description

Recruiting for an Financial Planning Administrator on behalf of my client; a successful Chartered Independent Financial Planning company based in Dorset. A relationship-based company, whose work ethos is built around building long-term relationships and providing an exceptional level of client service. You will be part of a welcoming and supportive team, within smart modern offices. Who offer a fantastic package. This role is pen to full time (hybrid) or part time candidates with IFA experience.
You will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential. You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.
Duties include:
  • Dealing with client or provider queries promptly, via telephone and email
  • Distribution of letters of authority and collating policy information from providers
  • Fund performance analysis via FE Analytics
  • Processing ad hoc withdrawals
  • Maintenance of client regular income, including cash balances
  • Setting up and amendments of regular client contributions
  • General administration and servicing
  • Production of illustrations for protection and annuities

With your package you will be enrolled into private medical insurance, pension, hybrid working, flexi start/ finish time. Salary between £23,000 - £26,500 DOE
For further details please contact Tegan Sillett at Dynamite Recruitment