Senior Financial Planning Administrator

Dynamite Recruitment Solutions Ltd; Godalming; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A financial planning firm in Godalming is seeking an experienced Financial Services Administrator to enhance their advice and sales process. You will work closely with advisers and clients, ensuring compliance and high standards of service. Responsibilities include administering client investment reviews, processing new business applications, and maintaining accurate records. The ideal candidate has strong knowledge of financial products and excellent communication skills. This role offers a starting salary between £35,000 and £40,000 and includes benefits such as a non-contributory pension scheme and hybrid working.

Benefits

Non-contributory pension scheme

Private medical insurance

Exam and study support

Ongoing training and development

Free onsite parking

Qualifications

• 4-5 years’ experience as an investment administrator or similar role.
• Strong knowledge of pensions, investments, life assurance, and mortgages.

Responsibilities

• Administer client investment reviews ensuring accuracy and timeliness.
• Communicate with clients via telephone, email, and written correspondence.
• Process new business applications, fund switches, and related documentation.
• Maintain accurate client records and portfolio information.
• Support paraplanners in preparing suitability documentation.

Skills

Client investment reviews

Pensions knowledge

Communication skills

Organisational skills

PC proficiency

Tools

Intelliflo

Quilter Investment Platform

Job description

We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent opportunity for a detail‑oriented professional looking to further develop their career within financial services.

Key Responsibilities

• Administer client investment reviews, ensuring accuracy and timeliness
• Communicate with clients via telephone, email, and written correspondence
• Process new business applications, fund switches, and related documentation
• Maintain accurate client records, files, and portfolio information
• Use back‑office systems; experience with Intelliflo and Quilter Investment Platform preferred
• Support paraplanners as required, including preparation of suitability documentation

Qualifications

• At least 4‑5 years’ experience as an investment administrator (or similar)
• Strong knowledge of pensions, investments, life assurance, and mortgages

Key Attributes

• Excellent communication and customer service skills
• Highly organised, able to prioritise and meet deadlines under pressure
• Confident PC user, including Microsoft Word and basic Excel
• Able to work independently and as part of a team to high professional standards

Benefits

• Non‑contributory pension scheme
• Private medical insurance
• Exam and study support, including paid study leave and exam fees
• Ongoing training, development, and CPD support
• Free onsite parking
• £35,000 - £40,000 starting salary
• Hybrid working

For more details please apply or contact Tegan at Dynamite Recruitment