Financial Planning Administrator, PooleBournemouth

This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm.
Working closely with experienced advisers and support teams, the successful candidate will have the opportunity to develop their technical knowledge, gain industry qualifications, and progress into more senior administrative, paraplanning, or advisory roles over time.

Key Responsibilities

• Providing comprehensive administrative support to financial advisers and the wider client services team.
• Preparing client review documentation and supporting advisers with meeting preparation.
• Managing client communications and ensuring a consistently high standard of service.
• Maintaining accurate client records and updating internal systems in accordance with regulatory requirements.
• Liaising with providers and third parties to obtain information and process client requests.
• Assisting with new business applications and monitoring cases through to completion.
• Coordinating client reviews, appointments, and adviser diaries.

Career Development & Progression

• Opportunities to study towards industry-recognised financial services qualifications.
• Exposure to financial planning processes and technical client work.
• Clear progression pathways into senior administration, paraplanning, client relationship management, or financial adviser positions.
• Support from experienced professionals committed to helping individuals develop their skills and advance their careers.
• A collaborative environment where ambition, initiative, and personal growth are encouraged and rewarded.

Skills and Attributes

• Strong organisational and communication skills.
• Excellent attention to detail and accuracy.
• A proactive approach with a willingness to learn and develop.
• Ability to manage multiple priorities and work effectively within a team.
• Professional and client-focused with a commitment to delivering excellent service.

Hybrid working - Poole office
£30,000 - £35,000 

For more details please apply or contact Tegan at Dynamite Recruitment