Financial Planning Administrator

Overview

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

• 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

• 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