Administrator

Dynamite Recruitment are supporting an Independent Financial
Advisory firm in the recruit of a highly organised and proactive Administrator to provide comprehensive support to Financial Advisers. This role is essential to ensuring a smooth client experience and the efficient operation of the business. The successful candidate will work closely with Advisers, Paraplanners, and the wider Administration team to meet service standards and deadlines.

Key Responsibilities Adviser Support
Provide full administrative support to Advisers 
Prepare and send advice (suitability) letters, ensuring all required documentation is enclosed
Handle client queries professionally via secure messaging, email, and telephone
Issue service set-up letters, including invoices and service details, within two weeks of receiving the Letter of Engagement
Liaise with Advisers, Paraplanners, and Admin colleagues to meet deadlines and service level agreements
Request, track, and manag...