Financial Planning Admin — Growth, Exam Support, Career Path

Dynamite Recruitment Solutions Ltd; England; On-site; GBP 24,000 - 30,000; Full time

Job summary

A recruitment agency is looking for a Financial Planning Administrator to join an independent firm in Dorset. This role involves providing essential administrative support to Financial Planners and ensuring the compliant delivery of services to clients. Candidates should have experience in financial planning, strong organization, and communication skills. Salary between £24,000 and £30,000 depending on experience, with full exam support provided.

Benefits

Full exam support

Career development opportunities

Qualifications

• Previous experience in financial planning or wealth management is preferred.
• Strong organizational skills with excellent attention to detail.
• Clear and professional communication skills, both written and verbal.

Responsibilities

• Prepare and manage documentation for client meetings.
• Process new business applications across pensions and investments.
• Liaise with product providers for policy information and application tracking.
• Draft client correspondence, including letters and emails.
• Respond to client queries professionally.

Skills

Organisational skills

Attention to detail

Communication skills

Proficiency in Microsoft Office

Ability to work independently

Tools

Financial CRM systems

Job description

A recruitment agency is looking for a Financial Planning Administrator to join an independent firm in Dorset. This role involves providing essential administrative support to Financial Planners and ensuring the compliant delivery of services to clients. Candidates should have experience in financial planning, strong organization, and communication skills. Salary between £24,000 and £30,000 depending on experience, with full exam support provided.