Financial Planning Administrator

Dynamite Recruitment Solutions Ltd; Woking; On-site; GBP 29,000 - 35,000; Full time

Job summary

A well-established independent financial advisory firm near Woking seeks a Financial Planning Administrator. The role involves providing vital administrative support to the financial advisers, maintaining client records, and ensuring documentation compliance. Ideal candidates will have at least 2 years of relevant experience and a keen eye for detail.

Benefits

25 days holiday + bank holidays

Company pension scheme

Discretionary annual bonus

Death in service benefit

Free on-site parking

Support with professional development

Friendly office environment

Qualifications

• Minimum 2 years’ experience in a similar role within an IFA firm.
• Strong working knowledge of financial planning processes and compliance.
• Professional, punctual, and a strong team player.

Responsibilities

• Provide comprehensive administrative support to Financial Advisers.
• Maintain and update client records and ensure compliance.
• Prepare client documentation and process new business applications.

Skills

Attention to detail

Organisational skills

Communication

Tools

Intelligent Office

Wrap Platforms

Microsoft Word

Microsoft Excel

Job description

We are seeking a dedicated and experienced Financial Planning Administrator to join a well-established, independent financial advisory firm based just outside Woking.
This is a pivotal, fully office-based role providing comprehensive administrative support to the team of Financial Advisers.
The ideal candidate will have a professional, mature attitude and a strong eye for detail, capable of consistently producing accurate, high-quality work.

Key Responsibilities

• Provide administrative support to Financial Advisers across all areas of financial planning.
• Maintain and update client records on the back-office system
• Ensure all client files comply with regulatory standards.
• Prepare client documentation, including illustrations, key features documents, and application forms.
• Process new business applications, investment trades, pension contributions, and transfer requests.
• Draft and submit Letters of Authority and liaise with product providers to obtain information.
• Prepare investment valuations, performance reports, and review packs.
• Assist with compiling client meeting documentation and annual review reports.

Key Requirements

• Minimum 2 years’ experience in a similar role within an Independent Financial Adviser (IFA) firm.
• High attention to detail and strong organisational skills.
• Proficient in using Intelligent Office and Wrap Platforms (e.g. Standard Life, Aegon, Transact).
• Strong working knowledge of Microsoft Word and Excel.
• Solid understanding of financial planning processes, compliance, and current regulations.
• Excellent written and verbal communication skills.
• Professional, punctual, well-presented, and a strong team player.

Package

• Competitive salary up to £35,000 (dependent on experience)
• 25 days holiday + bank holidays
• Company pension scheme
• Discretionary annual bonus
• Death in service benefit
• Free on-site parking
• Support with professional development and qualifications
• Friendly, professional, and sociable office environment

For more details please apply or contact Tegan at Dynamite Recruitment