Financial Planning Administrator

Dynamite Recruitment are are looking for a proactive and detail-oriented Financial Planning Administrator to support a small team of financial advisers and paraplanners. This is a great opportunity for someone with experience in financial services who wants to build their knowledge and grow within a professional, client-focused environment. Key Responsibilities Provide administrative support for client reviews and new business processing Communicate professionally with clients by phone, email, and letter Maintain and update client records Assist with preparing documentation for paraplanners, including fund switch reports and valuations Ensure all files are accurate and compliant with regulatory standards Support paraplanners with basic suitability report preparation when required What We re Looking For: At least 2 years experience in a financial services Good understanding of pensions, investments, life assurance, and mortgages Strong communication and organisational skills Proficient in Microsoft Word, with basic Excel knowledge Benefits Competitive salary Non-contributory pension scheme Private medical insurance Support for exams and professional development CPD time and internal training provided For more details please apply or contact Tegan at Dynamite ..... full job details .....