Financial Planning Administrator
Dynamite Recruitment
We’re working with a well-established financial Planning business in Godalming who are looking for an experienced Client Services Administrator to join their friendly, hardworking team.
This is a great opportunity for someone with a strong background in financial services, wealth management or financial planning administration who enjoys client contact and providing a high level of service.
You’ll provide dedicated administrative and client servicing support, working closely with senior advisers and the wider administration team.
Responsibilities will include:
- Preparing new business and client review packs
- Preparing protection quotes
- Managing Letters of Authority and provider requests
- Producing year-end tax packs and Annual Service Reviews
- Recording and progressing new business
- Managing follow-up tasks and queries through iO
- Following up outstanding fees and commission
- Maintaining accurate and up-to-date client files
- Dealing with client enquiries and general administration
We’re looking for someone with experience in financial services administration, ideally within financial planning, wealth management or an IFA environment.
You’ll be:
- Highly organised with excellent attention to detail
- Confident and professional when dealing with clients
- Comfortable managing multiple priorities and deadlines
- Familiar with FCA-regulated environments and confidential client data
- A strong communicator and team player
What's on offer?
- Up to £38,000 salary
- Quarterly bonus based on company performance and individual KPIs
- 25 days annual leave + bank holidays
- Pension scheme
- Death in Service
- Income protection
- Friendly, close-knit team environment
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