Senior Financial Planning Administrator

Company : Dynamite Recruitment Solutions Ltd

Job Type : Part-Time

Guildford, Surrey

Number of Applicants

000+

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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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Senior Financial Planning Administrator

Job Description - Senior Financial Planning Administrator

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