Financial Planning Administrator

Dynamite Recruitment; Redhill; On-site; GBP 28,000 - 34,000; Full time

Job summary

Dynamite Recruitment represents a Chartered Financial Planning practice in Surrey, seeking an experienced Financial Services Administrator to join during a period of growth.

You will support Financial Advisers, Paraplanners and the administration team, preparing client packs, processing new business and handling servicing requests while building your career in financial planning.

Qualifications

• Experience within IFA, financial planning or wealth management administration.
• Knowledge of financial planning administration and client servicing.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Provide day-to-day administrative support to Financial Advisers.
• Prepare client meeting packs, documentation and follow-up actions.
• Process new business across investments, pensions and protection.
• Handle client servicing requests and liaise with product providers.
• Maintain accurate client records and CRM systems.
• Support clients with applications and documentation.
• Manage adviser diaries and meeting arrangements where required.
• Respond to client queries professionally and efficiently.

Skills

IFA administration

Wealth management

Client servicing

Attention to detail

Organisational skills

Communication skills

CRM systems

Tools

CRM systems

Job description

The Opportunity An exciting opportunity has arisen for an experienced Financial Services Administrator to join a well-established Chartered Financial Planning practice in Surrey during an exciting period of growth.

Working closely with Financial Advisers, Paraplanners and the wider administration team, you ll provide high-quality administrative support while developing your knowledge and experience within financial planning.

This is an ideal opportunity for someone looking to build a long-term career within a professional and supportive business.

Key Responsibilities

• Provide day-to-day administrative support to Financial Advisers
• Prepare client meeting packs, documentation and follow-up actions
• Process new business across investments, pensions and protection
• Handle client servicing requests and liaise with product providers
• Maintain accurate client records and CRM systems
• Support clients with applications and documentation
• Manage adviser diaries and meeting arrangements where required
• Respond to client queries professionally and efficiently

About You

You’ll ideally have:

• Previous experience within IFA, Financial Planning or Wealth Management administration
• Good knowledge of financial planning administration and client servicing
• Excellent attention to detail and organisational skills
• Strong communication and interpersonal skills
• The ability to manage multiple priorities and meet deadlines
• Confidence dealing with clients, Advisers and providers

This is more than simply an administration role. The business is growing and offers the opportunity to develop your technical knowledge and progress your career within financial planning.

For the right person, there may be future opportunities to develop into Senior Administration, Paraplanning, Operational or Leadership positions, alongside support for relevant professional qualifications.

The successful candidate will be someone who wants to grow with the business and become a valued part of the team for the long term.

£28,000 - £34,000