Financial Planning Administrator

Dynamite Recruitment; Guildford; Sur place; GBP 36 000 - 44 000; Plein temps

Avantages offerts par ce poste

Quarterly bonus

Pension scheme

Death in Service

Income protection

Friendly team

25 days annual leave

Résumé du poste

Dynamite Recruitment is assisting a Godalming-based financial planning business to hire a Client Services Administrator. This role focuses on delivering high‑quality client service and administrative support to senior advisers and the administration team.

You will prepare new business packs, quotes, Letters of Authority, and tax packs, manage client enquiries, and ensure accurate client files within an FCA-regulated environment.

Qualifications

• Experience in financial services administration
• Background in financial planning, wealth management or IFA environment
• Ability to handle client enquiries with professionalism

Responsabilités

• Prepare new business and client review packs
• Prepare protection quotes
• Manage Letters of Authority and provider requests
• Produce year-end tax packs and Annual Service Reviews
• Record and progress new business and follow-up tasks

Connaissances

Financial services administration

Client servicing

Attention to detail

Communication skills

FCA-regulated environments

Outils

Intelliflo iO

Description du poste

Up to GBP40,000 + quarterly bonus

We re working with a well-established financial Planning business in Godalming who are looking for an experienced Client Services Administrator to join their friendly, hardworking team.

This is a great opportunity for someone with a strong background in financial services, wealth management or financial planning administration who enjoys client contact and providing a high level of service.

You ll provide dedicated administrative and client servicing support, working closely with senior advisers and the wider administration team.

Responsibilities

• Preparing new business and client review packs
• Preparing protection quotes
• Managing Letters of Authority and provider requests
• Producing year-end tax packs and Annual Service Reviews
• Recording and progressing new business
• Managing follow-up tasks and queries through iO
• Following up outstanding fees and commission
• Maintaining accurate and up-to-date client files
• Dealing with client enquiries and general administration

About You

We re looking for someone with experience in financial services administration, ideally within financial planning, wealth management or an IFA environment.

You ll be:

• Highly organised with excellent attention to detail
• Confident and professional when dealing with clients
• Comfortable managing multiple priorities and deadlines
• Familiar with FCA-regulated environments and confidential client data
• A strong communicator and team player

Intelliflo iO experience is highly desirable but not essential.

What's on offer?

• Up to GBP38,000 salary
• Quarterly bonus based on company performance and individual KPIs
• 25 days annual leave + bank holidays
• Pension scheme
• Death in Service
• Income protection
• Friendly, close-knit team environment

We re an experienced Financial Services Administrator looking for a client-focused role within a supportive team, we d love to hear from you.