Financial Planning Administrator

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 ParkingOffice based, Godalming£30,000 - £35,000For more details please apply or contact Tegan at Dynamite Recruitment