Financial Planning Administrator

Dynamite Recruitment are supporting in the recruit of A Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset.

Key Responsibilities

• Prepare and manage documentation for client meetings, including reports, valuations, and application forms
• Process new business applications across pensions, investments, and protection products
• Liaise with product providers to obtain policy information and track application progress
• Draft client correspondence, including letters, emails, and meeting follow-ups
• Respond to client queries professionally, either directly or in support of the adviser
• Support the preparation and delivery of annual review meetings and ongoing servicing
• Ensure all work is carried out in accordance with FCA regulations and company procedures
• Assist with income reconciliation and the administration of fees and 

What We''re Looking For

• Previous experience in a financial planning or wealth management environment (preferred)
• Strong organisational skills with excellent attention to detail
• Clear and professional communication skills, both written and verbal
• Proficiency in Microsoft Office and financial CRM systems
• Ability to work independently and as part of a small, collaborative team
• A proactive attitude with a willingness to learn and grow within the role

£24,000 - £30,000 (DOE)
Full exam support offered
Career development and progression opportunities

For more details please apply or contact Tegan at Dynamite Recruitment

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