The Opportunity An exciting opportunity has arisen for an experienced Financial Services Administrator to join a well-established Chartered Financial Planning practice in Surrey during an exciting period of growth.
Working closely with Financial Advisers, Paraplanners and the wider administration team, you'll provide high-quality administrative support while developing your knowledge and experience within financial planning.
This is an ideal opportunity for someone looking to build a long-term career within a professional and supportive business.
Key Responsibilities
- Provide day-to-day administrative support to Financial Advisers
- Prepare client meeting packs, documentation and follow-up actions
- Process new business across investments, pensions and protection
- Handle client servicing requests and liaise with product providers
- Maintain accurate client records and CRM systems
- Support clients with applications and documentation
- Manage adviser diaries and meeting arrangements where required
- Respond to client queries professionally and efficiently
About You You'll ideally have:
- Previous experience within IFA, Financial Planning or Wealth Management administration
- Good knowledge of financial planning administration and client servicing
- Excellent attention to detail and organisational skills
- Strong communication and interpersonal skills
- The ability to manage multiple priorities and meet deadlines
- Confidence dealing with clients, Advisers and providers
This is more than simply an administration role. The business is growing and offers the opportunity to develop your technical knowledge and progress your career within financial planning.
For the right person, there may be future opportunities to Senior Administration, Paraplanning, Operational or Leadership positions, alongside support for relevant professional qualifications.
The successful candidate will be someone who wants to grow with the business and become a valued part of the team for the long term.
GBP28,000 - GBP34,000
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Financial Planning Administrator in Dorking employer: Dynamite Recruitment Solutions Ltd
Join a stable and profitable business in Manchester/Preston, where as a Commercial Electrician, you'll benefit from a strong support network and a hands-on role focused on maintenance and repairs. With enhanced sick pay, generous holiday options, and a commitment to employee wellbeing through family events and a buddy system, this company fosters a collaborative and rewarding work culture that prioritises your growth and job satisfaction.
Contact Details:
Dynamite Recruitment Solutions Ltd Recruitment Team
