Financial Planning Administrator

Dynamite Recruitment Solutions Ltd - Agency - Permanent • Waterlooville

£26,000 - £30,000 per year

Salary: £28,000 - £30,000 + 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: - Preparing client documentation and reports - Liaising with clients, providers, and third parties - Maintaining accurate client records and databases - Supporting advisers with day-to-day administration - Monitoring workflows and ensuring tasks are completed within agreed timescales - Providing a high level of client service and attention to detail About You To be considered for this position, you will ideally have: - Previous experience within a Financial Services Administration role - Good understanding of financial planning processes and administration - Strong organisational and communication skills - Excellent attention to detail and accuracy - The ability to manage multiple priorities effectively - A proactive and positive approach to work Just as importantly, our client is looking for someone who shares their values and culture. They are seeking an individual who is: - Committed and reliable - Collaborative and supportive - Driven and motivated - Client-focused - Keen to be part of a friendly and professional team environment What's on Offer? - Salary of £28,000 - £30,000 depending on experience - Annual bonus opportunity of up to 10% - 25 days annual leave plus Bank Holidays - Private Medical Insurance - Life Assurance - Critical Illness Cover - Supportive team culture and excellent working environment 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.