Back Office jobs in United Kingdom
Senior Financial Planning Administrator
Dynamite Recruitment Solutions Ltd
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Premier Jobs UK
General Manager, Kurt Geiger Footwear, Selfridges London
Kurt Geiger
Senior Financial Planning Administrator
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
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
Tools
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.
- 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
- At least 4‑5 years’ experience as an investment administrator (or similar)
- Strong knowledge of pensions, investments, life assurance, and mortgages
- 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
- 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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.