Financial Planning Administrator

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

Job summary

A leading wealth management firm in Poole is seeking a proactive Client Services Administrator to enhance their supportive team. The role includes providing administrative assistance to advisers, maintaining client records, and ensuring a smooth onboarding process for new clients. Competitive salary, benefits, and opportunities for professional development are on offer.

Benefits

Opportunities for professional development

Discretionary bonus scheme

Pension scheme

Qualifications

• Experience in financial services or wealth management.
• Excellent administrative and organizational skills required.
• Proficiency in Microsoft Office (Word, Excel, Outlook) is essential.

Responsibilities

• Provide administrative support to financial advisers.
• Maintain and update client records on back-office systems.
• Manage the onboarding process for new clients.

Skills

Attention to detail

Communication

Organizational skills

Tools

Microsoft Office

Job description

Dynamite Recruitment are assisting in the recruit of a IFA Administrator for awell-established, independent wealth management firm based in Poole, providing personalised financial planning and investment advice to a diverse range of private clients.As they continue to grow, we are seeking a proactive and detail-oriented Client Services Administrator to join my clients close-knit team.

Key Responsibilities

• Provide administrative support to financial advisers and paraplanners
• Maintain and update client records on back-office systems
• Liaise with clients, providers, and internal teams to handle enquiries and ensure smooth case progression
• Prepare and process new business applications and client documentation
• Manage the onboarding process for new clients, ensuring all compliance requirements are met
• Assist with the preparation of client review packs and reports
• Monitor and follow up on outstanding requirements or documentation

Skills & Experience Essential:

• Previous experience in a financial services or wealth management environment
• Excellent administrative and organisational skills
• Strong attention to detail and accuracy
• Confident communicator with excellent interpersonal skills
• Proficient in Microsoft Office (Word, Excel, Outlook)

What's on Offer

• A supportive, professional working environment
• Opportunities for professional development and industry qualifications
• Competitive salary and benefits package
• Discretionary bonus scheme
• Pension scheme

For more details please apply or contact Tegan at Dynamite Recruitment