Financial Planning Administrator

We are looking for a Client Service Co-ordinator to support Wealth Managers in delivering a high standard of client care. This role is central to the smooth running of the Practice and focuses on administration, organisation, and building strong long-term client relationships.
Key Responsibilities

• Act as first point of contact for client calls and enquiries
• Manage diaries and coordinate client review meetings
• Prepare client review and meeting packs
• Complete pre- and post-meeting administration and update the CRM system
• Maintain accurate client records and workflow tracking
• Provide administrative support including submissions, withdrawals, switches, and ongoing reviews
• Prepare and issue client correspondence and reports
• Liaise with administration centres and third-party providers
• Meet and greet clients and provide general office support

Skills & Experience

• Previous administrative or office support experience
• Financial services experience 
• Strong organisational and communication skills
• High attention to detail and ability to manage multiple tasks
• Confident IT skills (Outlook, Word, Excel; CRM systems desirable)
• Professional, proactive, and client-focused approach

What We’re Looking For

• Excellent client care skills
• Reliable, organised, and adaptable
• Strong team player with a positive attitude
• Commitment to confidentiality and continuous learning
• £28,000 - £35,000 DOE

For more details please apply or contact Tegan at Dynamite Recruitment

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