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 include: 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 plans/arrangements to assist in client reviews. Structure letters to providers and clients to obtain essential information. Handle general client servicing, including liaising with product providers and third parties. Construct basic suitability reports, such as fund switches, top-ups, and review reports Requirements: Previous experience in a similar role (2 years minimum) Experience within an independent firm Reliable with exceptional attention to detail Excellent written and verbal communication In return you will be offered: £35,000 - £40,00