Dynamite Recruitment are partnering with an established Independent Financial Planning firm in Purley on the recruit of a Part-time administrator to join their team! Looking for ideally someone 3 days a week in the office, hours and days can be flexible.  Working within the client services team in Purley and supporting two financial advisers, this role is integral to enabling a first-class service to our financial planning clients. Training and support are available for personal development. Responsibilities include: Preparation of Suitability Reports, for new business&policy amendments. Managing and sending out other ad-hoc client documentation. Managing and coordinating annual client reviews and dealing with client queries (Telephone and email) Ensuring the back-office system is up to date Adhering to FCA regulations and internal policies and procedures We are open on experience coming into this position. Although, office experience and a stable career history is essential along with excellent communication skills. Desired experience and skills; Previous Financial Services experience or PA/EA Excellent communication skills both written and verbal Excellent organisational skills Previous Administration experience  For more details please contact Tegan at Dynamite