Financial Planning Administrator

Dynamite Recruitment are supporting an Independent Financial Planning firm on the recruit of  a Client Services Administrator to join the team. As Client Services Administrator you play a vital role in supporting Financial Planners and delivering a high-quality, efficient administrative service to clients. This position ensures smooth operations and an outstanding client experience by managing end-to-end administrative processes.

Responsibilities Include:

• Accurately onboard, update, and maintain compliant client and product records using iO and other systems.
• Support Financial Planners in preparing for client meetings by compiling relevant and compliant documentation.
• Monitor client transactions from initiation to completion, ensuring service levels are met and new business is processed promptly.
• Communicate financial information to clients in a clear and accessible manner.
• Produce client-facing documentation with high attention to detail, including letters, emails, and forms.
• Investigate and resolve income reconciliation, finance, and tax-related queries.

What We''re Looking For

• A detail-oriented individual with strong organisational skills
• Excellent communication abilities, both written and verbal
• A team player who thrives in a fast-paced environment
• Experience in financial services administration (preferred)

Office based, Alton
£24,000 - £29,000 DOE

For more details please apply or contact Tegan at Dynamite (url removed)

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