Financial Planning Administrator

We are looking for a Client Service Co-ordinator to support Wealth Managers in delivering a high standard of client care. This role is central to the smooth running of the Practice and focuses on administration, organisation, and building strong long-term client relationships. Key Responsibilities Act as first point of contact for client calls and enquiries Manage diaries and coordinate client review meetings Prepare client review and meeting packs Complete pre- and post-meeting administration and update the CRM system Maintain accurate client records and workflow tracking Provide administrative support including submissions, withdrawals, switches, and ongoing reviews Prepare and issue client correspondence and reports Liaise with administration centres and third-party providers Meet and greet clients and provide general office support Skills & Experience Previous administrative or office support experience Financial services experience  Strong organisational and communication skills High attention to detail and ability to manage multiple tasks Confident IT skills (Outlook, Word, Excel; CRM systems desirable) Professional, proactive, and client-focused approach What We’re Looking For Excellent client care skills Reliable, organised, and adaptable Strong team player with a positive attitude Commitment to confidentiality and continuous learning £28,000 - £35,000 DOE For more details please apply or contact Tegan at Dynamite Recruitment