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For Companies At a Glance
- Tasks: Support Financial Planners and deliver top-notch administrative services to clients.
- Company: Join a dynamic Independent Financial Planning firm with a focus on client satisfaction.
- Benefits: Competitive salary, supportive team environment, and opportunities for growth.
- Why this job: Be a key player in enhancing client experiences and ensuring smooth operations.
- Qualifications: Detail-oriented with strong organisational and communication skills; financial services experience preferred.
- Other info: Fast-paced office environment in Alton with excellent career development potential.
The predicted salary is between 24000 - 29000 £ 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
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Financial Planning Administrator employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at firms you’re interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions related to client services and financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your attention to detail! Bring examples of your previous work or projects where you’ve demonstrated strong organisational skills. This will help you illustrate your fit for the Client Services Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role of a Client Services Administrator, so don’t be shy about showcasing your organisational and communication abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that demonstrate your attention to detail and ability to support Financial Planners effectively.
Showcase Your Communication Skills: Since clear communication is key in this role, make sure your written application reflects that. Keep your language professional yet approachable, and ensure everything is well-structured and easy to read.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Dynamite Recruitment
✨Know Your Stuff
Make sure you understand the role of a Client Services Administrator inside out. Familiarise yourself with financial planning processes and the tools mentioned in the job description, like iO. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since communication is key in this role, prepare to demonstrate your written and verbal skills during the interview. You might be asked to explain complex financial concepts simply, so practice articulating your thoughts clearly and concisely.
✨Highlight Your Attention to Detail
This job requires a keen eye for detail, especially when producing client-facing documentation. Bring examples of your previous work where attention to detail was crucial, and be ready to discuss how you ensure accuracy in your tasks.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company and the team you'll be working with. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.