https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--822c6504-9383-4b49-a1b9-4f8b7e313d72 RSS feed for Financial Planning Administrator at Dynamite Recruitment. en-gb Sat, 05 Sep 2026 03:46:27 GMT https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--822c6504-9383-4b49-a1b9-4f8b7e313d72 https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--822c6504-9383-4b49-a1b9-4f8b7e313d72 Thu, 03 Sep 2026 23:00:00 GMT Location: Guildford | Salary: £30000 - £38000/annum £30,000 - £38,000 + Bonus | 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... Permanent