Financial Planning Administrator

Posted:	28/07/26
Recruiter:	Dynamite Recruitment
Reference:	3145458268
Type:	Permanent
Salary:	£26,000 - £32,000 Annual £26,000 - £32,000
Location:	Portsmouth, Hampshire
Description:	Salary: £28,000 - £32,000 + Bonus + Excellent Benefits Dynamite Recruitment is delighted to be working in partnership with a highly respected and growing financial planning firm who are looking to recruit a Financial Services Administrator to join their supportive and close-knit team. This is an excellent opportunity for an experienced Financial Planning Administrator who enjoys the administrative and client servicing side of the industry and is looking to develop a long-term career in this area. Our client is particularly keen to speak with candidates who are passionate about delivering outstanding client support rather than pursuing a future adviser role. The Role As a Financial Planning Administrator, you will play a key role in supporting advisers and clients, ensuring a smooth and efficient service throughout the client journey. You will be responsible for a variety of administrative duties and will work closely with both internal colleagues and external providers. Key responsibilities will include: Preparing client documentation and reports Liaising with clients, providers, and third parties Maintaining accurate client records and databases Supporting advisers with day-to-day administration Monitoring workflows and ensuring tasks are completed within agreed timescales Providing a high level of client service and attention to detail About You To be considered for this position, you will ideally have: Previous experience within a Financial Services Administration role Good understanding of financial planning processes and administration Strong organisational and communication skills Excellent attention to detail and accuracy The ability to manage multiple priorities effectively A proactive and positive approach to work What's on Offer? Salary of £28,000 - £30,000 depending on experience Annual bonus opportunity of up to 10% 25 days annual leave plus Bank Holidays Private Medical Insurance Life Assurance Critical Illness Cover Supportive team culture and excellent working environment If you are an experienced Financial Services Administrator looking to join a business that genuinely values its people and offers a rewarding long-term career path, we would love to hear from you. Apply today or contact Tegan at Dynamite Recruitment for a confidential discussion.
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Financial Planning Administrator

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