Senior Financial Planning Administrator

Dynamite Recruitment; United Kingdom; Hybride; GBP 39 000 - 47 000; Plein temps

Avantages offerts par ce poste

Discretionary bonus

Pension scheme

Free on-site parking

Private medical insurance

Life insurance

Résumé du poste

Dynamite Recruitment is assisting an established Chartered Financial Planning firm in recruiting a Senior Administrator to support Financial Planners and manage client communications in a hybrid environment.

The role offers salary up to £43,000, discretionary bonus, study support, pension, private medical and life insurance, plus free on-site parking. Hybrid working arrangements support work-life balance while delivering high-quality client service.

Qualifications

• Experience in financial planning or wealth management.
• Excellent communication and client service.
• Strong organisation and attention to detail.
• Proficient IT skills including Microsoft Office.
• Proactive, personable approach focused on client needs.

Responsabilités

• Provide senior administrative and technical support to Financial Planners.
• Prepare client review letters and financial planning documentation.
• Act as a key contact for clients and support onboarding.
• Process client instructions, including withdrawals, deposits and investments.
• Prepare new business applications and liaise with providers.
• Maintain accurate client records and CRM workflows.

Connaissances

Communication skills

Client service

Organisation

Attention to detail

IT skills

Microsoft Office

Proactive attitude

Outils

CRM software

Description du poste

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