Financial Planning Administrator

Company : Dynamite Recruitment Solutions Ltd

Job Description - Financial Planning Administrator

Dynamite Recruitment are assisting in the recruit of a IFA Administrator for a well-established, independent wealth management firm based in Poole, providing personalised financial planning and investment advice to a diverse range of private clients. As they continue to grow, we are seeking a proactive and detail-oriented Client Services Administrator to join my clients close-knit team.

Key Responsibilities

Provide administrative support to financial advisers and paraplanners
Maintain and update client records on back-office systems
Liaise with clients, providers, and internal teams to handle enquiries and ensure smooth case progression
Prepare and process new business applications and client documentation
Manage the onboarding process for new clients, ensuring all compliance requirements are met
Assist with the preparation of client review packs and reports
Monitor and follow up on outstanding requirements or documentation

Skills & ExperienceEssential:

Previous experience in a financial services or wealth management environment
Excellent administrative and organisational skills
Strong attention to detail and accuracy
Confident communicator with excellent interpersonal skills
Proficient in Microsoft Office (Word, Excel, Outlook)

What's on Offer

A supportive, professional working environment
Opportunities for professional development and industry qualifications
Competitive salary and benefits package
Discretionary bonus scheme
Pension scheme

For more details please apply or contact Tegan at Dynamite Recruitment

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Financial Planning Administrator

Job Description - Financial Planning Administrator

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