Financial Planning Administrator

ZipRecruiter; Godalming; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment firm is seeking a proactive Financial Planning Administrator in Godalming to support financial advisers. The role involves administrative tasks, client interactions, and maintaining compliance with regulatory standards, making it ideal for an individual with a background in financial services.

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.

Skills

Communication

Organisational skills

Attention to detail

Tools

Microsoft Word

Microsoft Excel

Job description

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