https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--326456ce-747b-499a-9fdb-0acc700a6bbb RSS feed for Financial Planning Administrator at Dynamite Recruitment. en-gb Sun, 06 Sep 2026 07:08:08 GMT https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--326456ce-747b-499a-9fdb-0acc700a6bbb https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--326456ce-747b-499a-9fdb-0acc700a6bbb Fri, 04 Sep 2026 11:51:58 GMT Location: Guildford | Salary: 30000.00-30000.00 Annual | Type: Permanent | Up to £38,000 + quarterly bonus We re working with a well-established financial Planning business in Godalming who are looking for an experienced Client Services Administrator to join their friendly, hardworking team. This is a great opportunity for someone with a strong background in financial services, wealth management or financial planning administration who enjoys client contact and providing a high level of service.You ll provide dedicated administrative and client servicing support, working closely with senior advisers and the wider administration team. Responsibilities will include: Preparing new business and client review packs Preparing protection quotes Managing Letters of Authority and provider requests Producing year-end tax packs and Annual Service Reviews Recording and progressing new business Managing follow-up tasks and queries through iO Following up outstanding fees and commission Maintaining accurate and up-to-date client files Dealing with client enquiries and general administration About You We re looking for someone with experience in financial services administration, ideally within financial planning, wealth management or an IFA environment. You ll be: H... Permanent