Senior Financial Planning Administrator

Dynamite Recruitment; Redhill; Hybrid; GBP 39,000 - 47,000; Full time

Benefits offered by this job

Discretionary bonus

Exam fees covered

Pension scheme

Private medical insurance

Life insurance

Hybrid working

On-site parking

Job summary

Dynamite Recruitment is working with an established, independent Chartered Financial Planning firm in Redhill, United Kingdom, renowned for its personal, client‑focused approach and long‑term relationships. The role provides senior administrative and technical support to Financial Planners, handling client review letters, onboarding, instructions, and CRM records with a high attention to detail.

Salary up to £43,000 with a discretionary bonus, exam fees covered, pension, private medical and life

Qualifications

• Experience in financial planning or wealth management.
• Excellent communication and client service skills.
• Strong organisation and attention to detail.
• Confident IT skills, including Microsoft Office.

Responsibilities

• Providing senior administrative and technical support to Financial Planners.
• Preparing client review letters and financial planning documentation.
• Acting as a key point of contact for clients and supporting new client onboarding.
• Processing client instructions, including withdrawals, deposits and investment trades.
• Preparing new business applications and liaising with providers.
• Maintaining accurate client records and CRM workflows.

Skills

Financial services experience

Excellent communication

Organisational skills

IT skills

Education

Relevant financial planning qualification preferred

Tools

Microsoft Office

Job description

This is an opportunity to join an established, independent Chartered Financial Planning firm with a refreshingly personal approach to financial advice. The business is built around long-term client relationships, understanding individual needs and helping people achieve their life goals - not simply selling financial products.

The team takes real pride in knowing their clients personally and building lasting relationships based on trust. With a highly qualified team, a strong reputation for professional standards and a genuine commitment to doing the right thing for clients, this is a lovely environment for someone who shares those values and wants to be part of a business that prioritises quality over sales.

the firm also offers excellent opportunities to develop your financial planning knowledge and professional qualifications.

Key responsibilities include:

• Providing senior administrative and technical support to Financial Planners.
• Preparing client review letters and financial planning documentation.
• Acting as a key point of contact for clients and supporting new client onboarding.
• Processing client instructions, including withdrawals, deposits and investment trades.
• Preparing new business applications and liaising with providers.
• Maintaining accurate client records and CRM workflows.

About You

• Previous experience within financial planning or wealth management.
• Excellent communication and client service skills.
• Strong organisation and attention to detail.
• Confident IT skills, including Microsoft Office.
• A proactive, personable approach and a genuine commitment to putting clients first.

Salary & Benefits

• Salary up to £43,000, with flexibility for an exceptional candidate.
• Discretionary bonus.
• Exam fees and study materials covered, with salary increases available upon passing exams.
• Pension scheme and free on-site parking.
• Private medical insurance and life insurance.
• Hybrid working