Financial Planning Administrator in Wimborne Minster

Dynamite Recruitment are supporting in the recruit of a highly organised Client Support Administrator to join a financial planning firm in Wimborne. To assist the financial advisers and ensure clients receive an exceptional level of service. This role involves diary management, business processing, and maintaining accurate records within internal systems.

Key Responsibilities

• Schedule annual reviews and client meetings.
• Prepare meeting packs and complete AML / ID checks.
• Process new business, replacement cases, fund switches and encashments.
• Liaise with advisers, paraplanners, and admin centres to progress cases.
• Handle day-to-day client and adviser requests.
• Ensure all work meets compliance and quality standards.
• Participate in internal meetings and maintain required training.

About You

• Experience in financial services administration (preferred).
• Excellent organisation, attention to detail, and communication skills.
• Ability to work independently and within a team.
• Professional, client-focused, and able to manage confidential information.
• Strong IT skills and willingness to learn.

£24,000 – £30,000 DOEOffice Based, WimborneExam support & internal development opportunitiesFree parking…