Senior Financial Planning Administrator

This is an opportunity to join an established, independent Chartered Financial Planning firm with a refreshingly personal approach to financial advice. The business is built around long-term client relationships, understanding individual needs and helping people achieve their life goals - not simply selling financial products.

The team takes real pride in knowing their clients personally and building lasting relationships based on trust. With a highly qualified team, a strong reputation for professional standards and a genuine commitment to doing the right thing for clients, this is a lovely environment for someone who shares those values and wants to be part of a business that prioritises quality over sales.

the firm also offers excellent opportunities to develop your financial planning knowledge and professional qualifications.

Key responsibilities include:

Providing senior administrative and technical support to Financial Planners.
Preparing client review letters and financial planning documentation.
Acting as a key point of contact for clients and supporting new client onboarding.
Processing client instructions, including withdrawals, deposits and investment trades.
Preparing new business applications and liaising with providers.
Maintaining accurate client records and CRM workflows. About You
Previous experience within financial planning or wealth management.
Excellent communication and client service skills.
Strong organisation and attention to detail.
Confident IT skills, including Microsoft Office.
A proactive, personable approach and a genuine commitment to putting clients first. Salary & Benefits
Salary up to £43,000, with flexibility for an exceptional candidate.
Discretionary bonus.
Exam fees and study materials covered, with salary increases available upon passing exams.
Pension scheme and free on-site parking.
Private medical insurance and life insurance.
Hybrid working #FinancialServices2026

For more details please apply or contact Tegan at Dynamite Recruitment

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