Financial Planning Administrator.

Dynamite Recruitment are supporting a well-established financial planning firm based in Alton looking for a motivated Financial Planning Administrator to join their friendly, professional team. You'll play a vital role supporting the advisers and Paraplanners and ensuring the smooth day-to-day running of the business.

Are you a detail-oriented, organised individual with an interest in financial services? Whether you're a recent graduate looking to launch your career or you already have admin experience in the industry — we’d love to hear from you!

Key Responsibilities:

• Provide administrative support to Financial Advisers and Paraplanners
• Prepare client reports, documentation, and meeting packs
• Manage client records and ensure data is accurately maintained
• Liaise with clients and providers via phone and email
• Assist with processing new business and policy tracking
• Support compliance and regulatory procedures

We’re open to a range of experience levels, so whether you’re just starting out or already in a similar role, looking to progress, you could be a great fit. What matters most is your attitude and willingness to learn.

Ideal candidates will have:

• Strong organisational and administrative skills
• Excellent attention to detail
• Good communication skills and a professional manner
• Ability to work independently and as part of a team
• A proactive and positive approach to problem-solving
• IT literacy (Microsoft Office essential)

Desirable (but not essential):

• Previous experience in a financial services admin role
• Knowledge of pensions, investments, and life assurance
• Progress toward (or interest in) professional qualifications (e.g., CII)

Why Join Us?

• Supportive, close-knit team environment
• Opportunities for training and career progression
• Regular working hours – no evenings or weekends
• Lovely office location in Alton
• Competitive salary up to £30,000 depending on experience

Graduates welcome
Career progression available

For more details please apply or contact Tegan at Dynamite Recruitment