Financial Planning Administrator

Salary: £28,000 - £30,000 + Bonus + Excellent BenefitsDynamite Recruitment is delighted to be working in partnership with a highly respected and growing financial planning firm who are looking to recruit a Financial Services Administrator to join their supportive and close-knit team. This is an excellent opportunity for an experienced Financial Planning Administrator who enjoys the administrative and client servicing side of the industry and is looking to develop a long-term career in this area. Our client is particularly keen to speak with candidates who are passionate about delivering outstanding client support rather than pursuing a future adviser role. The Role As a Financial Planning Administrator, you will play a key role in supporting advisers and clients, ensuring a smooth and efficient service throughout the client journey. You will be responsible for a variety of administrative duties and will work closely with both internal colleagues and external providers. Key responsibilities will include: Preparing client documentation and reports Liaising with clients, providers, and third parties Maintaining accurate client records and databases Supporting advisers with day-to-day administration Monitoring workflows and ensuring tasks are completed within agreed timescales Providing a high level of client service and attention to detail About You To be considered for this position, you will ideally have: Previous experience within a Financial Services Administration role ..... full job details .....