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Dynamite Recruitment are supporting a independent financial planning practice in the recruit of an experienced Senior Financial Planning Administrator to join their dynamic and client-focused team based in Bracknell. This is a fantastic opportunity for a dedicated professional to support the wider Financial planning team in delivering outstanding service to clients while benefiting from hybrid working flexibility.
  
Key Responsibilities

Provide high-level administrative support to Financial Planners and Paraplanners.
Manage and process new business applications, client reviews, and ongoing servicing tasks.
Liaise with product providers, clients, and internal teams to ensure timely completion of tasks.
Maintain accurate and up-to-date client records on CRM systems.
Prepare and check documentation for client meetings including valuations and reports.
Ensure compliance with FCA regulations and internal procedures.
Mentor junior administrators and assist with workflow coordination. Requirements

Previous experience in financial planning or wealth management administration.
Strong knowledge of financial products including pensions, investments, and protection.
High level of accuracy and attention to detail.
Excellent organisational and time management skills.
Strong communication skills – both written and verbal.
Competent IT skills, including CRM systems and Microsoft Office.
Benefits
Competitive salary circa £32,000 - £37,000
Hybrid working (typically 2-3 days in the office)
Bracknell
Great benefits package!

For more details please apply or contact Tegan at Dynamite Recruitment