Financial Planning Administrator

www.topfinancialjobs.co.uk - Jobboard; Guildford; On-site; GBP 25,000 - 35,000; Full time

Job summary

Dynamite Recruitment seeks a proactive Financial Planning Administrator to support financial advisers. This role involves providing administrative support, maintaining client records, and ensuring compliance with regulatory standards. Ideal for someone with 2+ years in financial services, offering opportunities for growth in a client-focused environment.

Benefits

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