Financial Planning Administrator

Dynamite Recruitment are recruiting on behalf of an Independent Financial Planning firm for a Senior Financial Planning Administrator. This role will be to support a Senior Financial Advisor on a 1-1 basis. This role of Senior Financial Planning Administrator has come available due to the current person in this role progressing to Paraplanner within the firm.

If you are looking to be a part of an independent firm that values their staff and supports wholly, somewhere you can support the Advisor on a 1-1 basis with a fantastic benefits package that makes a work / life balance happen, within a wonderful team as a Senior IFA Administrator this is for you!

IFA Administrator Duties

• Prepare and organise client files for new and existing reviews, including valuation reports.
• Process new business applications, withdrawals, drawdowns, and fund switches.
• Update and maintain client records
• Gather necessary information on existing...