Financial Planning Administrator

Salary: £28,000 - £30,000 + Bonus + Excellent Benefits
Dynamite 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
• Good understanding of financial planning processes and administration
• Strong organisational and communication skills
• Excellent attention to detail and accuracy
• The ability to manage multiple priorities effectively
• A proactive and positive approach to work

Just as importantly, our client is looking for someone who shares their values and culture. They are seeking an individual who is:

• Committed and reliable
• Collaborative and supportive
• Driven and motivated
• Client-focused
• Keen to be part of a friendly and professional team environment

What''s on Offer?

• Salary of £28,000 - £30,000 depending on experience
• Annual bonus opportunity of up to 10%
• 25 days annual leave plus Bank Holidays
• Private Medical Insurance
• Life Assurance
• Critical Illness Cover
• Supportive team culture and excellent working environment

If you are an experienced Financial Services Administrator looking to join a business that genuinely values its people and offers a rewarding long-term career path, we would love to hear from you.

Apply today or contact Tegan at Dynamite Recruitment for a confidential discussion.

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