Financial Planning Administrator

Dynamite Recruitment are are looking for a proactive and detail-oriented Financial Planning Administrator to support a small team of financial advisers and paraplanners. This is a great opportunity for someone with experience in financial services who wants to build their knowledge and grow within a professional, client-focused environment.

Key Responsibilities

• Provide administrative support for client reviews and new business processing
• Communicate professionally with clients by phone, email, and letter
• Maintain and update client records
• Assist with preparing documentation for paraplanners, including fund switch reports and valuations
• Ensure all files are accurate and compliant with regulatory standards
• Support paraplanners with basic suitability report preparation when required

• At least 2 years’ experience in a financial services
• Good understanding of pensions, investments, life assurance, and mortgages
• Strong communication and organisational skills
• Proficient in Microsoft Word, with basic Excel knowledge

• Competitive salary
• Non-contributory pension scheme
• Private medical insurance
• Support for exams and professional development
• CPD time and internal training provided