Financial Planning Administrator

Dynamite Recruitment

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 Recruitment
Apply Now →

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