https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--81c8f8fd-6466-408b-85c7-0ec9a4047d09 RSS feed for Financial Planning Administrator at Dynamite Recruitment. en-gb Fri, 09 Oct 2026 19:32:41 GMT https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--81c8f8fd-6466-408b-85c7-0ec9a4047d09 https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--81c8f8fd-6466-408b-85c7-0ec9a4047d09 Thu, 08 Oct 2026 23:00:00 GMT Location: Guildford | Salary: £30000 - £40000/annum £30,000 - £40,000 + Bonus | Type: Permanent | Up to £40,000 + 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... Permanent