Financial Planning Administrator

Dynamite Recruitment Solutions Ltd; Godalming; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm is seeking a proactive Financial Planning Administrator to support a small team of advisers. This role involves providing administrative assistance, maintaining client records, and preparing documentation. The ideal candidate will have at least 2 years' experience in financial services and possess strong communication skills.

Benefits

Competitive salary

Non-contributory pension scheme

Private medical insurance

Support for exams and professional development

CPD time and internal training provided

Qualifications

• At least 2 years’ experience in financial services.
• Good understanding of pensions, investments, life assurance, and mortgages.

Responsibilities

• Provide administrative support for client reviews and new business processing.
• Communicate professionally with clients by phone, email, and letter.
• Maintain and update client records.

Skills

Communication

Organisational Skills

Tools

Microsoft Word

Excel

Job description

Dynamite Recruitment are are looking for a proactive and detail-oriented Financial Planning Administrator to support a small team of financial advisers and paraplanners. This is a great opportunity for someone with experience in financial services who wants to build their knowledge and grow within a professional, client-focused environment.

Key Responsibilities

• Provide administrative support for client reviews and new business processing
• Communicate professionally with clients by phone, email, and letter
• Maintain and update client records
• Assist with preparing documentation for paraplanners, including fund switch reports and valuations
• Ensure all files are accurate and compliant with regulatory standards
• Support paraplanners with basic suitability report preparation when required

What We’re Looking For:

• At least 2 years’ experience in a financial services
• Good understanding of pensions, investments, life assurance, and mortgages
• Strong communication and organisational skills
• Proficient in Microsoft Word, with basic Excel knowledge

Benefits

• Competitive salary
• Non-contributory pension scheme
• Private medical insurance
• Support for exams and professional development
• CPD time and internal training provided

For more details please apply or contact Tegan at Dynamite Recruitment