Financial Planning Administrator

Dynamite Recruitment are supporting in the recruit of a Client Support Specialist to join a busy financial planning team with a family feel. You will provide essential administrative and operational support to advisers, ensuring all client processes are completed accurately, efficiently, and in line with compliance standards. Key Responsibilities Arrange and manage annual review and client meetings Prepare meeting packs and complete AML/ID checks Process new business, replacements, fund switches, and encashments Support adviser and client requests in a timely manner Ensure all work meets compliance and internal process standards Liaise with advisers, paraplanners, and internal teams to ensure smooth workflow Complete drawdown reviews and associated documentation About You Experience in financial services administration is desirable Highly organised with strong attention to detail Confident communicator with a client-focused approach Strong IT skills Able to work independently and as part of a team Professional, reliable, and adaptable Permanent, Full-time (Office Based)£24,500 £30,000 (DOE)For more information please apply or contact Tegan at Dynamite ..... full job details .....