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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