Client-Focused Planning Support Specialist

Tate Recruitment; Guildford; Hybrid; GBP 28,000 - 35,000; Full time

Benefits offered by this job

Pension scheme

Life assurance

Income protection

25 days annual leave + bank holidays

Flexible benefits platform

Career development opportunities

Job summary

Tate Recruitment is seeking a Planning Support Administrator for a wealth management and financial planning business based near Farnham, Surrey. The role is hybrid (three days in office) and full-time (37.5 hours per week).

The salary ranges from £28,000 to £35,000 depending on experience, with DOE considerations and a strong emphasis on client onboarding and servicing. The successful candidate will support advisers, maintain CRM records, and help drive a seamless client experience across

Qualifications

• Experience in a client-facing administrative role.
• Comfortable using CRM systems and managing multiple priorities.
• Excellent organisational and delivery-focused approach.
• Strong customer service skills and professional communication.

Responsibilities

• Deliver outstanding service and support to clients at all times.
• Manage client onboarding and ongoing servicing processes efficiently.
• Build strong relationships with clients, advisers and colleagues.
• Communicate effectively via telephone, email and other channels.
• Maintain accurate records and utilise CRM systems effectively.
• Support continuous process improvement initiatives.
• Contribute positively to team culture and business projects.

Skills

Highly organized

Client-facing

CRM systems

Communication

Proactive

Team player

Tools

CRM software

Job description

Tate Recruitment is seeking a Planning Support Administrator for a wealth management and financial planning business based near Farnham, Surrey. The role is hybrid (three days in office) and full-time (37.5 hours per week).

The salary ranges from £28,000 to £35,000 depending on experience, with DOE considerations and a strong emphasis on client onboarding and servicing. The successful candidate will support advisers, maintain CRM records, and help drive a seamless client experience across