Financial Planning Administrator, DorsetBournemouth

Dynamite Recruitment are supporting in the recruit of a Client Support Specialist to join a busy financial planning team with a family feel. You will provide essential administrative and operational support to advisers, ensuring all client processes are completed accurately, efficiently, and in line with compliance standards.

Key Responsibilities

• Arrange and manage annual review and client meetings
• Prepare meeting packs and complete AML/ID checks
• Process new business, replacements, fund switches, and encashments
• Support adviser and client requests in a timely manner
• Ensure all work meets compliance and internal process standards
• Liaise with advisers, paraplanners, and internal teams to ensure smooth workflow
• Complete drawdown reviews and associated documentation

About You

• Experience in financial services administration is desirable
• Highly organised with strong attention to detail
• Confident communicator with a client-focused approach
• Strong IT skills 
• Able to work independently and as part of a team
• Professional, reliable, and adaptable

Permanent, Full-time (Office Based)
£24,500 – £30,000 (DOE)

For more information please apply or contact Tegan at Dynamite Recruitment