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

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For more details please apply or contact Tegan at Dynamite Recruitment

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