Hiring Now: Financial Planning Administrator Near You – Apply Today!

Your Next Financial Planning Administrator Job Starts Here – Apply Now!

Financial Planning Administrator

Job Posted: 25 days ago

Salary: £ 26,000 - 32,000 / Annum
Job Type: Permanent
Location: Waterlooville

Expire in: 3 days

Job 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.

#Financialservices2026

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Financial Planning Administrator job near me in Waterlooville! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!