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Financial Planning Administrator
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Financial Planning Administrator
Job summary
A recruitment agency is looking for a Financial Planning Administrator to join an independent firm in Dorset. This role involves providing essential administrative support to Financial Planners and ensuring the compliant delivery of services to clients. Candidates should have experience in financial planning, strong organization, and communication skills. Salary between £24,000 and £30,000 depending on experience, with full exam support provided.
Benefits
Qualifications
- Previous experience in financial planning or wealth management is preferred.
- Strong organizational skills with excellent attention to detail.
- Clear and professional communication skills, both written and verbal.
Responsibilities
- Prepare and manage documentation for client meetings.
- Process new business applications across pensions and investments.
- Liaise with product providers for policy information and application tracking.
- Draft client correspondence, including letters and emails.
- Respond to client queries professionally.
Skills
Tools
Dynamite Recruitment are supporting the recruit of a Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As a Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset.
- Prepare and manage documentation for client meetings, including reports, valuations, and application forms
- Process new business applications across pensions, investments, and protection products
- Liaise with product providers to obtain policy information and track application progress
- Draft client correspondence, including letters, emails, and meeting follow-ups
- Respond to client queries professionally, either directly or in support of the adviser
- Support the preparation and delivery of annual review meetings and ongoing servicing
- Ensure all work is carried out in accordance with FCA regulations and company procedures
- Assist with income reconciliation and the administration of fees
- Previous experience in a financial planning or wealth management environment (preferred)
- Strong organisational skills with excellent attention to detail
- Clear and professional communication skills, both written and verbal
- Proficiency in Microsoft Office and financial CRM systems
- Ability to work independently and as part of a small, collaborative team
- A proactive attitude with a willingness to learn and grow within the role
£24,000 - £30,000 (DOE)
Full exam support offered
Career development and progression opportunities
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.