Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide essential admin support to Financial Planners and ensure smooth client service delivery.
- Company: Join a dynamic Independent Financial Planning firm in beautiful Dorset.
- Benefits: Competitive salary, full exam support, and career development opportunities.
- Why this job: Make a real impact in clients' financial journeys while growing your skills.
- Qualifications: Experience in financial planning preferred; strong organisational and communication skills required.
- Other info: Collaborative team environment with opportunities for personal and professional growth.
The predicted salary is between 19200 - 24000 £ per year.
Dynamite Recruitment are supporting the recruit of a Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As a Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset.
Responsibilities
- Prepare and manage documentation for client meetings, including reports, valuations, and application forms
- Process new business applications across pensions, investments, and protection products
- Liaise with product providers to obtain policy information and track application progress
- Draft client correspondence, including letters, emails, and meeting follow-ups
- Respond to client queries professionally, either directly or in support of the adviser
- Support the preparation and delivery of annual review meetings and ongoing servicing
- Ensure all work is carried out in accordance with FCA regulations and company procedures
- Assist with income reconciliation and the administration of fees
What we’re looking for
- Previous experience in a financial planning or wealth management environment (preferred)
- Strong organisational skills with excellent attention to detail
- Clear and professional communication skills, both written and verbal
- Proficiency in Microsoft Office and financial CRM systems
- Ability to work independently and as part of a small, collaborative team
- A proactive attitude with a willingness to learn and grow within the role
£24,000 - £30,000 (DOE)
Full exam support offered
Career development and progression opportunities
For more details please apply or contact Tegan at Dynamite Recruitment.
Financial Planning Administrator in London employer: Dynamite Recruitment Solutions Ltd
Contact Detail:
Dynamite Recruitment Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute.
✨Tip Number 3
Practice your communication skills. Whether it’s drafting emails or speaking in person, being clear and professional will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team.
We think you need these skills to ace Financial Planning Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience in financial planning or wealth management, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your communication skills and client-first mindset, and how they align with our values at StudySmarter.
Showcase Your Tech Skills: Since proficiency in Microsoft Office and financial CRM systems is key, make sure to mention any relevant software experience. We love seeing candidates who are tech-savvy and ready to hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure you don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Dynamite Recruitment Solutions Ltd
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial planning and the specific services offered by the firm. Familiarise yourself with common financial products like pensions and investments, as well as any recent changes in FCA regulations that might affect the role.
✨Showcase Your Attention to Detail
As a Financial Planning Administrator, attention to detail is crucial. During the interview, be prepared to discuss examples from your past experience where your meticulous nature made a difference. This could be anything from preparing accurate documentation to ensuring compliance with regulations.
✨Communicate Clearly
Excellent communication skills are key for this role. Practice articulating your thoughts clearly and professionally. You might even want to prepare a few questions to ask the interviewer about their client-first approach, which will demonstrate your interest and understanding of the role.
✨Demonstrate Your Proactive Attitude
Employers love candidates who show initiative. Think of instances where you've gone above and beyond in previous roles or how you've taken the lead on projects. Highlighting your willingness to learn and grow will resonate well with the interviewers.
