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.
- Other info: Collaborative team environment with opportunities for personal and professional growth.
- 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.
The predicted salary is between 24000 - 30000 £ per year.
Overview
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 England employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the hunt for a Financial Planning Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and financial products. Show that you’re not just a candidate, but someone who’s genuinely interested in the industry. We want to see your passion shine through!
✨Tip Number 3
Practice your communication skills! Whether it’s drafting emails or responding to client queries, being clear and professional is key. We recommend doing mock interviews with friends or family to get comfortable with articulating your thoughts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. Get your application in and let’s get the ball rolling!
We think you need these skills to ace Financial Planning Administrator in England
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 client-first mindset and how your communication skills can benefit the team.
Showcase Your Skills: Be sure to mention your proficiency in Microsoft Office and any financial CRM systems you’ve used. 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 receive your application and get to know you better!
How to prepare for a job interview at Dynamite Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and wealth management. Familiarise yourself with common terms, processes, and regulations, especially those related to FCA compliance. This will show that you're serious about the role and understand the industry.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure attention to detail in your work.
✨Practice Your Communication
As communication is key in this role, practice articulating your thoughts clearly and professionally. You might want to rehearse responses to common interview questions, focusing on how you would handle client queries or draft correspondence. This will help you come across as confident and capable.
✨Demonstrate a Client-First Mindset
Think of specific instances where you've gone above and beyond for clients or customers in previous roles. Be prepared to share these stories during the interview to illustrate your commitment to providing excellent service and support, which is crucial for a Financial Planning Administrator.