At a Glance
- Tasks: Support advisers and clients with administrative duties and ensure smooth client journeys.
- Company: A respected financial planning firm with a supportive and close-knit team.
- Benefits: Salary up to £30,000, annual bonus, private medical insurance, and 25 days leave.
- Other info: Be part of a driven team that values client focus and professional growth.
- Why this job: Join a collaborative environment and develop a rewarding long-term career in financial services.
- Qualifications: Experience in Financial Services Administration and strong organisational skills.
The predicted salary is between 28000 - 30000 £ per year.
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
Values & Culture
- 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
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: Dynamite Recruitment Solutions Ltd
Join a highly respected financial planning firm that prioritises employee well-being and professional growth. With a supportive team culture, excellent benefits including private medical insurance and an annual bonus opportunity, this role offers a rewarding career path for those passionate about client service. Located in a collaborative environment, you will thrive as part of a close-knit team dedicated to delivering outstanding support to clients.
Contact Details:
Dynamite Recruitment Solutions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Waterlooville
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Dynamite Recruitment Solutions Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Administrator in Waterlooville
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Dynamite Recruitment Solutions Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Dynamite Recruitment Solutions Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Dynamite Recruitment Solutions Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Dynamite Recruitment Solutions Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Dynamite Recruitment Solutions Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Dynamite Recruitment Solutions Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
