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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 Paraplanners
Prepare client reports, documentation, and meeting packs
Manage client records and ensure data is accurately maintained
Liaise with clients and providers via phone and email
Assist with processing new business and policy tracking
Support 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 skills
Excellent attention to detail
Good communication skills and a professional manner
Ability to work independently and as part of a team
A proactive and positive approach to problem-solving
IT literacy (Microsoft Office essential) Desirable (but not essential):

Previous experience in a financial services admin role
Knowledge of pensions, investments, and life assurance
Progress toward (or interest in) professional qualifications (e.g., CII) Why Join Us?
Supportive, close-knit team environment
Opportunities for training and career progression
Regular working hours – no evenings or weekends
Lovely office location in Alton
Competitive salary up to £30,000 depending on experience Graduates welcome
Career progression available

For more details please apply or contact Tegan at Dynamite Recruitment