Job Description
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.
BenefitsCompetitive salary circa £32,000 - £37,000Hybrid working (typically 2-3 days in the office)BracknellGreat benefits package!For more details please apply or contact Tegan at Dynamite Recruitment!
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