Financial Planning Administrator | Grow Career in Wealth

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

Job summary

Dynamite-Recruitment-Solutions is supporting a Chartered Financial Planning practice in Surrey to recruit an experienced Financial Services Administrator. You will work closely with Financial Advisers, Paraplanners and the administration team, delivering high-quality support and developing your knowledge in financial planning.

This is a long-term career opportunity in a professional, supportive business where you can grow into senior administration, paraplanning, or leadership roles and pursue

Qualifications

• Experience in IFA/financial planning administration or wealth management.
• Excellent attention to detail and organisational skills.
• Strong communication and interpersonal skills.
• Ability to manage multiple priorities and meet deadlines.
• Confidence dealing with clients, advisers and providers.

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

Attention to detail

Organisational skills

Communication skills

Interpersonal skills

Multitasking

Job description

Dynamite-Recruitment-Solutions is supporting a Chartered Financial Planning practice in Surrey to recruit an experienced Financial Services Administrator. You will work closely with Financial Advisers, Paraplanners and the administration team, delivering high-quality support and developing your knowledge in financial planning.

This is a long-term career opportunity in a professional, supportive business where you can grow into senior administration, paraplanning, or leadership roles and pursue