Financial Planning Administrator

Salary: £28,000 - £32,000 + Bonus + Excellent BenefitsDynamite Recruitment is delighted to be working in partnership with a highly respected and growing financial planning firm who are looking to recruit a Financial Services Administrator to join their supportive and close-knit team. This is an excellent opportunity for an experienced Financial Planning Administrator who enjoys the administrative and client servicing side of the industry and is looking to develop a long-term career in this area. Our client is particularly keen to speak with candidates who are passionate about delivering outstanding client support rather than pursuing a future adviser role. The Role As a Financial Planning Administrator, you will play a key role in supporting advisers and clients, ensuring a smooth and efficient service throughout the client journey. You will be responsible for a variety of administrative duties and will work closely with both internal colleagues and external providers. Key responsibilities will include:\n

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• Preparing client documentation and reports
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• Liaising with clients, providers, and third parties
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• Maintaining accurate client records and databases
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• Supporting advisers with day-to-day administration
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• Monitoring workflows and ensuring tasks are completed within agreed timescales
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• Providing a high level of client service and attention to detail
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About You To be considered for this position, you will ideally have:\n

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• Previous experience within a Financial Services Administration role
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• Good understanding of financial planning processes and administration
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• Strong organisational and communication skills
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• Excellent attention to detail and accuracy
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• The ability to manage multiple priorities effectively
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• A proactive and positive approach to work
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What's on Offer? \n

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• Salary of £28,000 - £30,000 depending on experience
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• Annual bonus opportunity of up to 10%
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• 25 days annual leave plus Bank Holidays
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• Private Medical Insurance
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• Life Assurance
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• Critical Illness Cover
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• Supportive team culture and excellent working environment
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If you are an experienced Financial Services Administrator looking to join a business that genuinely values its people and offers a rewarding long-term career path, we would love to hear from you. Apply today or contact Tegan at Dynamite Recruitment for a confidential discussion.#FinancialServices