Financial Planning Administrator

Dynamite Recruitment; Guildford; On-site; GBP 24,000 - 29,000; Full time

Job summary

A recruitment agency is seeking a Client Services Administrator to support Financial Planners in delivering high-quality administrative services. The role requires managing client records, preparing documentation, and monitoring transactions. Ideal candidates are detail-oriented with strong organizational skills and experience in financial services administration. This is an office-based position with a salary range of £24,000 - £29,000 DOE.

Qualifications

• Detail-oriented individual with strong organisational skills required.
• Excellent communication abilities, both written and verbal, necessary.
• Experience in financial services administration preferred.

Responsibilities

• Onboard, update, and maintain compliant client and product records.
• Support Financial Planners by compiling relevant documentation.
• Monitor client transactions and ensure timely processing.
• Communicate financial information clearly to clients.
• Produce client-facing documentation with high attention to detail.
• Resolve income reconciliation, finance, and tax-related queries.

Skills

Detail-oriented

Strong organisational skills

Excellent communication abilities

Team player

Experience in financial services administration

Job description

Overview

Dynamite Recruitment are supporting an Independent Financial Planning firm on the recruit of a Client Services Administrator to join the team. As Client Services Administrator you play a vital role in supporting Financial Planners and delivering a high-quality, efficient administrative service to clients. This position ensures smooth operations and an outstanding client experience by managing end-to-end administrative processes.

Responsibilities

Responsibilities Include:

• Accurately onboard, update, and maintain compliant client and product records using iO and other systems.
• Support Financial Planners in preparing for client meetings by compiling relevant and compliant documentation.
• Monitor client transactions from initiation to completion, ensuring service levels are met and new business is processed promptly.
• Communicate financial information to clients in a clear and accessible manner.
• Produce client-facing documentation with high attention to detail, including letters, emails, and forms.
• Investigate and resolve income reconciliation, finance, and tax-related queries.

What We're Looking For

What We\'re Looking For

• A detail-oriented individual with strong organisational skills
• Excellent communication abilities, both written and verbal
• A team player who thrives in a fast-paced environment
• Experience in financial services administration (preferred)

Details

Office based, Alton

£24,000 - £29,000 DOE

How to Apply

For more details please apply or contact Tegan at Dynamite (url removed)