Financial Planning Admin - Flexible Hours & Growth

Dynamite Recruitment; Christchurch; On-site; NZD 61,000 - 75,000; Full time

Benefits offered by this job

Training and development

Friendly team

Career progression

Flexible hours

Pension scheme

Additional benefits

Job summary

A growing financial planning firm is seeking a Financial Planning Administrator to support financial planners, manage client records, prepare documentation, and assist with client communication. The role emphasizes strong organisational skills, attention to detail, and a willingness to develop within financial services.

Key tasks include handling client files, scheduling meetings, coordinating with third-party providers, and ensuring regulatory paperwork is accurate.

Qualifications

• Strong organisational and administrative skills.
• Excellent written and verbal communication.
• High attention to detail with ability to manage multiple tasks.
• Proactive, enthusiastic, and eager to learn.
• Administrative experience, ideally in financial services.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Ideally experience within financial planning.

Responsibilities

• Support financial planners with client files, reports, and all admin tasks
• Handle client enquiries and ensure timely communication
• Maintain accurate client records and manage documentation
• Schedule meetings and coordinate with third-party providers
• Assist with regulatory paperwork and compliance
• Participate in training and development opportunities

Skills

Organisational skills

Administrative skills

Communication skills

Attention to detail

Multitasking

Proactive attitude

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

A growing financial planning firm is seeking a Financial Planning Administrator to support financial planners, manage client records, prepare documentation, and assist with client communication. The role emphasizes strong organisational skills, attention to detail, and a willingness to develop within financial services.

Key tasks include handling client files, scheduling meetings, coordinating with third-party providers, and ensuring regulatory paperwork is accurate.