Financial Planning Administrator
Dynamite Recruitment Solutions Ltd
Financial Planning Administrator
13 October by Dynamite Recruitment Solutions Ltd
We're looking for a proactive Financial Planning Administrator with at least 3 years’ experience in financial services and strong client-facing skills. You'll support advisers and paraplanners in delivering excellent client service across pensions, investments, life assurance, and mortgages.
Key Requirements
Office based, Godalming
£30,000 - £35,000
For more details please apply or contact Tegan at Dynamite Recruitment
Key Requirements
- Minimum CF1 (or equivalent) qualification
- Strong knowledge of financial products (pensions, investments, protection, mortgages)
- Experienced using Intelligent Office (IO), Quilter, abrdn, and Elevate
- Confident working independently and as part of a team
- Excellent communication and customer service skills
- Organised, detail-oriented, and able to manage deadlines
- Proficient in Microsoft Word; basic Excel knowledge
- Admin support for sales and client review processes
- Communicate with clients via phone, email, and letters
- Maintain accurate records on back-office systems
- Process new business applications and fund switches
- Keep investment reviews up to date
- Ensure compliance with internal and FCA standards
- Support paraplanners by preparing documentation for suitability reports
- Complete quarterly compliance training
- Competitive salary based on experience
- Non-contributory pension & private medical insurance
- Full support for exams, study leave, and CPD
- Ongoing training on systems and financial products
Office based, Godalming
£30,000 - £35,000
For more details please apply or contact Tegan at Dynamite Recruitment
Similar Jobs
View all
Financial Planning Administrator
13 October by Financial Divisions
Financial Planning Administrator
Yesterday by Eden Rose
IFA Administrator – Guildford - £35,000 - £45,000 + Bonus + Study Support
2 days ago by Financial Divisions
IFA Administrator
9 October by Cranleigh Personnel
Senior IFA Administrator
30 October by WEALTHLINK RECRUITMENT LTD
Senior IFA Administrator
3 days ago by Blakemore Recruitment
Not what you are looking for?
Reference: 55915127