Financial Planning Administrator

Company : Dynamite Recruitment Solutions Ltd

Job Description - Financial Planning Administrator

Dynamite Recruitment are supporting an Independent Financial Planning firm on the recruit of a Client Services Administrator to join the team. As Client Services Administrator you play a vital role in supporting Financial Planners and delivering a high-quality, efficient administrative service to clients. This position ensures smooth operations and an outstanding client experience by managing end-to-end administrative processes.

Responsibilities Include:

Accurately onboard, update, and maintain compliant client and product records using iO and other systems.
Support Financial Planners in preparing for client meetings by compiling relevant and compliant documentation.
Monitor client transactions from initiation to completion, ensuring service levels are met and new business is processed promptly.
Communicate financial information to clients in a clear and accessible manner.
Produce client-facing documentation with high attention to detail, including letters, emails, and forms.
Investigate and resolve income reconciliation, finance, and tax-related queries.

What We're Looking For

A detail-oriented individual with strong organisational skills
Excellent communication abilities, both written and verbal
A team player who thrives in a fast-paced environment
Experience in financial services administration (preferred)

Office based, Alton
£24,000 - £29,000 DOE

For more details please apply or contact Tegan at Dynamite Recruitment.com

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Financial Planning Administrator

Job Description - Financial Planning Administrator

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