Client Onboarding & Planning Support Specialist

Tate; Farnham; Hybrid; GBP 28,000 - 35,000; Full time

Benefits offered by this job

Pension scheme

Life assurance

Income protection

Flexible benefits platform

Career development opportunities

Hybrid working

Job summary

Tate is seeking a Planning Support Administrator in Farnham with hybrid working (3 days in office). The role supports advisers and the client onboarding/ servicing journey within a growing wealth management business.

You will be highly organized, client-facing, and proficient with CRM systems, delivering outstanding service while coordinating multiple priorities in a fast-paced environment.

Qualifications

• Highly organised and delivery-focused.
• Experience in a client-facing administrative role.
• Desirable: experience in financial planning, wealth management, or financial services.
• Comfortable using CRM systems and managing multiple priorities.
• Strong communicator with excellent customer service.
• Proactive self-starter who takes ownership of development.

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, paraplanners, 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 as required.

Skills

Highly organized

Client-facing

CRM proficiency

Strong communication

Proactive

Collaborative

Tools

CRM systems

Job description

Tate is seeking a Planning Support Administrator in Farnham with hybrid working (3 days in office). The role supports advisers and the client onboarding/ servicing journey within a growing wealth management business.

You will be highly organized, client-facing, and proficient with CRM systems, delivering outstanding service while coordinating multiple priorities in a fast-paced environment.