Overview
Salary: £28,000 – £30,000 + Bonus + Excellent Benefits
Dynamite 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.
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
- 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
Culture & Values
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
Apply
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.
Financial Planning Administrator in Waterlooville employer: A long standing partner
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