Senior Financial Planning Administrator
other jobs Dynamite Recruitment Solutions Ltd
Added before 20 hours
- England,South East,West Sussex,Horsham
- Full Time, Permanent
- £36,000 - £43,000 per annum
Job Description:
Full job descriptionThis is an opportunity to join an established, independent Chartered Financial Planning firm with a refreshingly personal approach to financial advice. The business is built around long-term client relationships, understanding individual needs and helping people achieve their life goals - not simply selling financial products.
The team takes real pride in knowing their clients personally and building lasting relationships based on trust. With a highly qualified team, a strong reputation for professional standards and a genuine commitment to doing the right thing for clients, this is a lovely environment for someone who shares those values and wants to be part of a business that prioritises quality over sales.
the firm also offers excellent opportunities to develop your financial planning knowledge and professional qualifications.
Key responsibilities include:
*Providing senior administrative and technical support to Financial Planners.
*Preparing client review letters and financial planning documentation.
*Acting as a key point of contact for clients and supporting new client onboarding.
*Processing client instructions, including withdrawals, deposits and investment trades.
*Preparing new business applications and liaising with providers.
*Maintaining accurate client records and CRM workflows.
About You*Previous experience within financial planning or wealth management.
*Excellent communication and client service skills.
*Strong organisation and attention to detail.
*Confident IT skills, including Microsoft Office.
*A proactive, personable approach and a genuine commitment to putting clients first.
Salary & Benefits*Salary up to £43,000, with flexibility for an exceptional candidate.
*Discretionary bonus.
*Exam fees and study materials covered, with salary increases available upon passing exams.
*Pension scheme and free on-site parking.
*Private medical insurance and life insurance.
*Hybrid working
#FinancialServices2026
For more details please apply or contact Tegan at Dynamite Recruitment
The team takes real pride in knowing their clients personally and building lasting relationships based on trust. With a highly qualified team, a strong reputation for professional standards and a genuine commitment to doing the right thing for clients, this is a lovely environment for someone who shares those values and wants to be part of a business that prioritises quality over sales.
the firm also offers excellent opportunities to develop your financial planning knowledge and professional qualifications.
Key responsibilities include:
*Providing senior administrative and technical support to Financial Planners.
*Preparing client review letters and financial planning documentation.
*Acting as a key point of contact for clients and supporting new client onboarding.
*Processing client instructions, including withdrawals, deposits and investment trades.
*Preparing new business applications and liaising with providers.
*Maintaining accurate client records and CRM workflows.
About You*Previous experience within financial planning or wealth management.
*Excellent communication and client service skills.
*Strong organisation and attention to detail.
*Confident IT skills, including Microsoft Office.
*A proactive, personable approach and a genuine commitment to putting clients first.
Salary & Benefits*Salary up to £43,000, with flexibility for an exceptional candidate.
*Discretionary bonus.
*Exam fees and study materials covered, with salary increases available upon passing exams.
*Pension scheme and free on-site parking.
*Private medical insurance and life insurance.
*Hybrid working
#FinancialServices2026
For more details please apply or contact Tegan at Dynamite Recruitment
Job number 4329338
The jobs on site are for both men and women