Financial Planning Administrator

Description

Dynamite Recruitment are supporting a well-established financial planning firm based in Alton looking for a motivated Financial Planning Administrator to join their friendly, professional team. You'll play a vital role supporting the advisers and Paraplanners and ensuring the smooth day-to-day running of the business.Are you a detail-oriented, organised individual with an interest in financial services? Whether you're a recent graduate looking to launch your career or you already have admin experience in the industry - we'd love to hear from you!Key Responsibilities: Provide administrative support to Financial Advisers and ParaplannersPrepare client reports, documentation, and meeting packsManage client records and ensure data is accurately maintainedLiaise with clients and providers via phone and emailAssist with processing new business and policy trackingSupport compliance and regulatory procedures We're open to a range of experience levels, so whether you're just starting out or already in a similar role, looking to progress, you could be a great fit. What matters most is your attitude and willingness to learn.Ideal candidates will have: Strong organisational and administrative skillsExcellent attention to detailGood communication skills and a professional mannerAbility to work independently and as part of a teamA proactive and positive approach to problem-solvingIT literacy (Microsoft Office essential) Desirable (but not essential): Previous experience in a financial services admin roleKnowledge of pensions, investments, and life assuranceProgress toward (or interest in) professional qualifications (e.g., CII) Why Join Us? Supportive, close-knit team environmentOpportunities for training and career progressionRegular working hours - no evenings or weekendsLovely office location in AltonCompetitive salary up to GBP30,000 depending on experience Graduates welcomeCareer progression availableFor more details please apply or contact Tegan at Dynamite Recruitment

Ad ID: 5417334917