Hybrid Planning Support Administrator – Wealth Management

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

Benefits offered by this job

Life assurance

Income protection

Flexible benefits platform

Career development opportunities

Hybrid working

Job summary

Tate Recruitment in Farnham is seeking a highly organised Planning Support Administrator to join its Advice Delivery team on a full-time basis. You will back advisers, manage client onboarding and ongoing servicing, and help ensure a seamless client experience throughout onboarding and servicing journeys.

The role requires strong organisational skills, client-facing experience, and familiarity with CRM systems.

Qualifications

• Experience in a client-facing administrative role within financial services is preferred.
• Proven ability to manage multiple priorities and deliver high-quality service.
• Good knowledge of investment and financial planning products (ISAs, GIAs, pensions, bonds) is advantageous.

Responsibilities

• Deliver outstanding service and support to clients at all times.
• Manage client onboarding and ongoing servicing processes efficiently.
• Build strong working 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

Client-facing experience

CRM proficiency

Organised and delivery-focused

Financial services knowledge

Excellent communication

Tools

CRM systems

Job description

Tate Recruitment in Farnham is seeking a highly organised Planning Support Administrator to join its Advice Delivery team on a full-time basis. You will back advisers, manage client onboarding and ongoing servicing, and help ensure a seamless client experience throughout onboarding and servicing journeys.

The role requires strong organisational skills, client-facing experience, and familiarity with CRM systems.