Financial Planning Administrator

Company : Dynamite Recruitment Solutions Ltd

Job Type : Full Time

Upton, Dorset

Number of Applicants

000+

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Job Description - Financial Planning Administrator

Dynamite Recruitment are supporting in the recruit of A Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As 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.

Key Responsibilities

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 and

What We're Looking For

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

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Financial Planning Administrator

Job Description - Financial Planning Administrator

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