Client Services Admin - Financial Planning | Quarterly Bonus

Dynamite Recruitment; Guildford; Vor Ort; GBP 36.000 - 44.000; Vollzeit

Benefits dieser Stelle

Quarterly bonus

Pension scheme

Death in Service

Income protection

Friendly team

25 days annual leave

Zusammenfassung

Dynamite Recruitment is assisting a Godalming-based financial planning business to hire a Client Services Administrator. This role focuses on delivering high‑quality client service and administrative support to senior advisers and the administration team.

You will prepare new business packs, quotes, Letters of Authority, and tax packs, manage client enquiries, and ensure accurate client files within an FCA-regulated environment.

Qualifikationen

• Experience in financial services administration
• Background in financial planning, wealth management or IFA environment
• Ability to handle client enquiries with professionalism

Aufgaben

• Prepare new business and client review packs
• Prepare protection quotes
• Manage Letters of Authority and provider requests
• Produce year-end tax packs and Annual Service Reviews
• Record and progress new business and follow-up tasks

Kenntnisse

Financial services administration

Client servicing

Attention to detail

Communication skills

FCA-regulated environments

Tools

Intelliflo iO

Jobbeschreibung

Dynamite Recruitment is assisting a Godalming-based financial planning business to hire a Client Services Administrator. This role focuses on delivering high‑quality client service and administrative support to senior advisers and the administration team.

You will prepare new business packs, quotes, Letters of Authority, and tax packs, manage client enquiries, and ensure accurate client files within an FCA-regulated environment.