Financial Planning Administrator

Dynamite Recruitment

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.
Apply Now →

Application opens at the source listing. Free for jobseekers.

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