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 ..... full job details .....