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Senior Financial Planning Administrator

icon building Company : Dynamite Recruitment Solutions Ltd
icon briefcase Job Type : Part-Time
icon geo-alt Guildford, Surrey

Job Description - Senior Financial Planning Administrator

We are recruiting for a senior Financial Planning Administrator to join an independent financial planning firm on a part time basis (3 days a week). You will be experienced within financial services. Become part of a really wonderful family feel team who offer a wonderful, supportive environment to be a part of!
Duties;
  • Processing new business
  • Processing investment bonds (on and offshore), ISAs, Venture, Capital Trusts, Pensions, PMI and Life related business
  • Coordinate annual review packs, valuations, and policy summaries.
  • Prepare reports, illustrations, and documentation as required.
  • Liaise directly with clients to gather required documentation, update personal and financial details, and schedule reviews.
Experience;
  • Excellent communication skills, over the phone and written
  • Experience using Xplan
  • Confident working with Microsoft Excel
  • At least 4 years working in Financial Planning industry

For more details please apply or contact Tegan at Dynamite Recruitment
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