Financial Planning Admin & Client Service Specialist

Confidential; Dorking; On-site; GBP 21,000 - 32,000; Full time

Job summary

Confidential in Dorking is seeking an experienced Financial Services Administrator to support advisers, paraplanners and teams across the business. The role focuses on efficient client work, regulatory compliance and delivering an exceptional client experience throughout the financial planning journey.

Working with advisers and colleagues, you will deepen your knowledge of financial planning, regulatory requirements and client service while developing broader operational skills in a professional

Qualifications

• Experience in Financial Planning, Wealth Management or IFA environments.
• Strong understanding of financial planning administration processes and client servicing.
• Excellent organisational skills with the ability to manage multiple priorities and meet deadlines.
• Exceptional attention to detail and commitment to producing accurate, high-quality work.
• Strong communication and interpersonal skills with colleagues, clients and external providers.

Responsibilities

• Prepare client meeting packs and supporting documentation within agreed timescales.
• Process new investment, pension and protection business from application through to completion, ensuring regulatory/compliance requirements are met.
• Prepare and process client transactions, including fund switches, withdrawals and servicing requests.
• Maintain accurate client records using CRM and business systems.
• Ensure documentation is complete and prepared before submission to Paraplanning.
• Carry out calculations and administrative checks to support the advice process.
• Maintain high levels of accuracy while achieving service standards.
• Provide proactive adviser support and manage diaries and meeting arrangements.

Skills

Financial planning admin

Client servicing

Microsoft Office

CRM systems

Organisational skills

Attention to detail

Communication

Education

Financial Services qualification or willingness

Tools

CRM systems

Microsoft Office

Job description

Confidential in Dorking is seeking an experienced Financial Services Administrator to support advisers, paraplanners and teams across the business. The role focuses on efficient client work, regulatory compliance and delivering an exceptional client experience throughout the financial planning journey.

Working with advisers and colleagues, you will deepen your knowledge of financial planning, regulatory requirements and client service while developing broader operational skills in a professional