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Financial planning administrator

Alton
Financial planning administrator
Posted: 8h ago
Offer 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 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

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