Financial Planning Administrator

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

Join a growing financial planning firm in Dorset, offering expert financial advice to clients. We are looking for a dedicated Financial Planning Administrator to join our team and help us provide excellent service. This role offers career development opportunities within the financial services industry.

Role Overview:

As a Financial Planning Administrator, you will support financial planners with administrative tasks, manage client records, prepare documentation, and assist with client communication. We are seeking someone with strong organisational skills, attention to detail, and a keen interest in growing within the financial planning field.

Key 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.

Required Skills and Experience:

• Strong organisational and administrative skills.
• Excellent communication (written and verbal).
• High attention to detail and ability to manage multiple tasks.
• Proactive, enthusiastic, and eager to learn.
• Administrative experience, ideally in financial services (preferred but not essential).
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Ideally experience within financial planning

What We Offer:

• Comprehensive training and career development.
• Friendly and supportive team environment.
• Career progression within the financial services industry.
• Flexible working hours
• Pension scheme and additional benefits.
• £26,000 – £32,000