Financial Planning Administrator

Description

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

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 Responsibilities

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 Benefits

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 Free Parking

Office based, Godalming

£30,000 - £35,000

For more details please apply or contact Tegan at Dynamite Recruitment

Ad ID: 5417294148