Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Fareham
Reference: 1320704
Contact Email:
Job Published: October 19, 2022 12:01

Job Description

We are recruiting for a Senior Financial Planning Administrator to join our clients experienced team.The purpose of this role is to offer high level administrative support to the Advisers. You will have primary responsibility for supporting the new client sales process, liaising with Advisers, Management & Clients to deliver the highest possible service to all.
  • Management, monitoring and chasing of business submission through to case completion.
  • Produce meeting packs and portfolio reports for client meetings
  • Supervise and manage all of your new case submissions to paraplanning ensuring file is complete
  • Liaise with Advisers to resolve difficult case queries
  • Liaise with Business Operations Managers regularly to discuss issues & communicate fresh information
  • Process & manage Letters of Authority, collecting full information & adding information to Intelliflo
  • Actively liaise with Paraplanners on upcoming reports for clients
  • Print and package Suitability Reports for Client meetings
  • Provide suitable updates to advisers on pending cases
You will be part of an experienced and friendly team who offer an outstanding working environment and encourage the best results from each other with the clients best interest at the forefront of all they do. You in return will be offered a fantastic benefits package and the opportunity for progression if desired. This role is based in Fareham, Hampshire.
For further details please contact Tegan Sillett at Dynamite Recruitment on 02392455422

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