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Job Post Details

Senior Financial Planning Administrator
Dynamite Recruitment
·
3.2
West Sussex
•
Hybrid work
£36,000 - £43,000 a year
Full-time
Apply now

Job details

£36,000 - £43,000 a year
Pay rise, Life insurance, Free parking, Company pension, Private medical insurance, On-site parking
Full-time
Hybrid work in West Sussex

Full job description

This 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
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