Financial Planning Administrator

ZipRecruiter; Bracknell; Hybrid; GBP 32,000 - 37,000; Full time

Job summary

A leading independent financial planning practice in Bracknell seeks a Senior Financial Planning Administrator. This role offers hybrid working flexibility and involves maintaining client records, managing business processes, and ensuring compliance with FCA regulations. Candidates must possess strong administrative skills and a solid background in financial services.

Benefits

Competitive salary

Great benefits package

Hybrid working environment

Qualifications

• Previous experience in financial planning administration required.
• Knowledge of pensions, investments, and protection is strong plus.
• Strong communication skills, both written and verbal, are needed.

Responsibilities

• Provide high-level administrative support to Financial Planners.
• Manage and process new business applications and client reviews.
• Liaise with clients and product providers to ensure compliance.

Skills

Attention to detail

Organizational skills

Communication

IT Skills

Education

Experience in financial planning or wealth management

Knowledge of financial products

Tools

CRM systems

Microsoft Office

Job description

Job Description

Dynamite Recruitment are supporting a independent financial planning practice in the recruit of an experienced Senior Financial Planning Administrator to join their dynamic and client-focused team based in Bracknell. This is a fantastic opportunity for a dedicated professional to support the wider Financial planning team in delivering outstanding service to clients while benefiting from hybrid working flexibility.Key Responsibilities

• Provide high-level administrative support to Financial Planners and Paraplanners.
• Manage and process new business applications, client reviews, and ongoing servicing tasks.
• Liaise with product providers, clients, and internal teams to ensure timely completion of tasks.
• Maintain accurate and up-to-date client records on CRM systems.
• Prepare and check documentation for client meetings including valuations and reports.
• Ensure compliance with FCA regulations and internal procedures.
• Mentor junior administrators and assist with workflow coordination.

Requirements

• Previous experience in financial planning or wealth management administration.
• Strong knowledge of financial products including pensions, investments, and protection.
• High level of accuracy and attention to detail.
• Excellent organisational and time management skills.
• Strong communication skills – both written and verbal.
• Competent IT skills, including CRM systems and Microsoft Office.

BenefitsCompetitive salary circa £32,000 - £37,000Hybrid working (typically 2-3 days in the office)BracknellGreat benefits package!For more details please apply or contact Tegan at Dynamite Recruitment!