https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--f1fc16bf-d67d-4a2c-b57f-27472e0bda00 RSS feed for Financial Planning Administrator at Dynamite Recruitment. en-gb Wed, 01 Jul 2026 21:52:35 GMT https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--f1fc16bf-d67d-4a2c-b57f-27472e0bda00 https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--f1fc16bf-d67d-4a2c-b57f-27472e0bda00 Wed, 01 Jul 2026 11:53:03 GMT Location: Bournemouth | Salary: 30000.00-30000.00 Annual | Type: Permanent | Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you''ll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report ... Permanent