Financial Planning Administrator

Dynamite Recruitment; Bournemouth; On-site; GBP 30,000 - 40,000; Full time

Job summary

Dynamite Recruitment is assisting an Independent Financial Planning practice in recruiting an experienced Financial Planning Administrator in Bournemouth. The role focuses on providing admin support to Advisers and Paraplanners and processing new business across pensions, investments and ISAs, ensuring client records are accurate and compliant.

Working closely with advisers, you will help prepare meeting packs and suitability information, progressing applications to completion while keeping

Qualifications

• Experience as a Financial Planning Administrator within an IFA or Wealth Management environment.
• Strong understanding of pensions, investments and financial planning administration.
• Excellent organisational skills with strong attention to detail.
• Ability to manage multiple tasks and prioritise effectively.
• Excellent communication and client service skills.
• Experience using financial planning back-office systems (desirable).

Responsibilities

• 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 information and supporting the advice process.
• Monitoring applications through to completion and keeping clients updated.

Skills

Financial services administration

Pensions and investments knowledge

Attention to detail

Multitasking

Client service skills

Communication skills

Tools

Financial planning back-office systems

Job description

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 to Paraplanner.

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 information and supporting the advice process.
• Monitoring applications through to completion and keeping clients updated.

We're looking for someone who has:

• Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment.
• A strong understanding of pensions, investments and financial planning administration.
• Excellent organisational skills with strong attention to detail.
• The ability to manage multiple tasks and prioritise effectively.
• Excellent communication and client service skills.
• Experience using financial planning back-office systems (desirable).

If you're an experienced Financial Planning Administrator looking for your next challenge, we'd love to hear from you.

GBP30,000 - GBP40,000 DOE