Financial Planning Administrator

Dynamite Recruitment; Bournemouth; On-site; GBP 24,000 - 30,000; Full time

Job summary

A recruitment agency is seeking a highly organised Client Support Administrator to join a financial planning firm in Wimborne, UK. This office-based role focuses on supporting financial advisers, managing diaries, and ensuring clients receive exceptional service. The ideal candidate has experience in financial services administration, excellent organisational and communication skills, and will handle various client requests, ensuring compliance and quality standards are met. Benefits include exam support and free parking.

Benefits

Exam support & internal development opportunities

Free parking

Qualifications

• Experience in financial services administration is preferred.
• Ability to manage confidential information professionally.
• Willingness to learn and develop IT skills.

Responsibilities

• Schedule annual reviews and client meetings.
• Prepare meeting packs and complete AML / ID checks.
• Handle day-to-day client and adviser requests.

Skills

Excellent organisation

Attention to detail

Communication skills

Strong IT skills

Job description

Dynamite Recruitment are supporting in the recruit of a highly organised Client Support Administrator to join a financial planning firm in Wimborne. To assist the financial advisers and ensure clients receive an exceptional level of service. This role involves diary management, business processing, and maintaining accurate records within internal systems.

Key Responsibilities

• Schedule annual reviews and client meetings.
• Prepare meeting packs and complete AML / ID checks.
• Process new business, replacement cases, fund switches and encashments.
• Liaise with advisers, paraplanners, and admin centres to progress cases.
• Handle day-to-day client and adviser requests.
• Ensure all work meets compliance and quality standards.
• Participate in internal meetings and maintain required training.

About You

• Experience in financial services administration (preferred).
• Excellent organisation, attention to detail, and communication skills.
• Ability to work independently and within a team.
• Professional, client-focused, and able to manage confidential information.
• Strong IT skills and willingness to learn.

£24,000 - £30,000 DOE

Office Based, Wimborne

Benefits

• Exam support & internal development opportunities
• Free parking