Client Services Admin - Financial Planning (Quarterly Bonus)

Dynamite Recruitment; Godalming; Presencial; GBP 23.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pension scheme

Death in Service

Income protection

25 days annual leave + bank holidays

Quarterly bonus

Friendly, close-knit team environment

Descripción de la vacante

Dynamite Recruitment is seeking an experienced Client Services Administrator for a well-established financial planning business in Godalming. You will deliver high-quality client service, supporting senior advisers and the wider administration team in a busy, client-facing environment.

Responsibilities include preparing new business packs, quotes and authority requests, producing end-of-year packs and service reviews, and maintaining accurate client records in a regulated setting.

Formación

• Experience in financial services administration.
• Experience within financial planning, wealth management or IFA environments.
• Familiar with FCA-regulated environments and confidential client data.
• Strong organisational and communication skills.

Responsabilidades

• 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.

Conocimientos

Highly organised

Attention to detail

Strong communicator

Team player

Client-facing experience

Multi-tasking

FCA regulations knowledge

Herramientas

Intelliflo iO

Descripción del empleo

Dynamite Recruitment is seeking an experienced Client Services Administrator for a well-established financial planning business in Godalming. You will deliver high-quality client service, supporting senior advisers and the wider administration team in a busy, client-facing environment.

Responsibilities include preparing new business packs, quotes and authority requests, producing end-of-year packs and service reviews, and maintaining accurate client records in a regulated setting.