At a Glance
- Tasks: Support Financial Planners and manage client relationships with a personal touch.
- Company: Established Chartered Financial Planning firm prioritising quality over sales.
- Benefits: Salary up to £43,000, bonuses, exam support, hybrid working, and medical insurance.
- Other info: Enjoy a supportive environment with opportunities for professional growth.
- Why this job: Join a team that values trust and client relationships while developing your financial expertise.
- Qualifications: Experience in financial planning, strong communication, and IT skills required.
This is an opportunity to join an established, independent Chartered Financial Planning firm with a refreshingly personal approach to financial advice.
The business is built around long-term client relationships, understanding individual needs and helping people achieve their life goals - not simply selling financial products.
The team takes real pride in knowing their clients personally and building lasting relationships based on trust.
With a highly qualified team, a strong reputation for professional standards and a genuine commitment to doing the right thing for clients, this is a lovely environment for someone who shares those values and wants to be part of a business that prioritises quality over sales.
the firm also offers excellent opportunities to develop your financial planning knowledge and professional qualifications.
Key responsibilities include
Providing senior administrative and technical support to Financial Planners.
Preparing client review letters and financial planning documentation.
Acting as a key point of contact for clients and supporting new client onboarding.
Processing client instructions, including withdrawals, deposits and investment trades.
Preparing new business applications and liaising with providers.
Maintaining accurate client records and CRM workflows.
About You
Previous experience within financial planning or wealth management.
Excellent communication and client service skills.
Strong organisation and attention to detail.
Confident IT skills, including Microsoft Office.
A proactive, personable approach and a genuine commitment to putting clients first.
Salary & Benefits
Salary up to £43,000, with flexibility for an exceptional candidate.
Discretionary bonus.
Exam fees and study materials covered, with salary increases available upon passing exams.
Pension scheme and free on-site parking.
Private medical insurance and life insurance.
- Hybrid working
- #Financial Services2026
- For more details please apply or contact Tegan at Dynamite Recruitment
Senior Financial Planning Administrator in Redhill employer: Dynamite Recruitment
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StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Redhill
✨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. 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 Senior Financial Planning Administrator in Redhill
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.
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'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
✨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.
✨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 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 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.
