Planning Support Administrator

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

Based in Farnham, Surrey | Hybrid Working (3 days in office) | £28,000 - £35,000 DOE | Full-time, 37.5 hours per week

About the Opportunity

An established and growing wealth management and financial planning business is seeking a highly organised and customer-focused Planning Support Administrator to join its Advice Delivery team.

This is an excellent opportunity for an experienced administrator who thrives in a fast-paced environment and enjoys building strong relationships with clients and colleagues. You'll play a key role in supporting advisers and ensuring a seamless client experience throughout the onboarding and servicing journey.

Key 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.

About You

We're looking for someone who is:

• Highly organised and delivery-focused.
• Experienced in a client-facing administrative role.
• Ideally experienced within financial planning, wealth management, or financial services.
• Comfortable using CRM systems and managing multiple priorities.
• A strong communicator with excellent customer service skills.
• A proactive self-starter who takes ownership of their development.
• A collaborative team player with a positive attitude.
• Knowledge of investment and financial planning products such as ISAs, GIAs, pensions, and bonds.
• Experience challenging and improving existing processes.

What's on Offer

• Competitive salary of £28,000 - £35,000, depending on experience.
• Hybrid working with flexibility around working arrangements.
• 25 days annual leave plus bank holidays.
• Life assurance and income protection.
• Flexible benefits platform.
• Career development opportunities within a collaborative and growing business.