Planning Support Administrator

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

Benefits offered by this job

Pension scheme

Life assurance

Income protection

Flexible benefits platform

Career development opportunities

25 days annual leave + bank holidays

Job summary

Tate in Farnham is seeking a Planning Support Administrator to support the Advice Delivery team in a hybrid role with 3 days in the office. The role offers a salary between £28,000 and £35,000 depending on experience, and a 37.5-hour week.

You will be highly organised, client-focused and adept at managing multiple tasks while building strong relationships with clients and advisers. A proactive team player is essential.

Qualifications

• Experience in a client-facing administrative role.
• Comfortable using CRM systems and managing multiple priorities.
• Knowledge of financial services is desirable.
• Excellent customer service skills.

Responsibilities

• Deliver outstanding service and support to clients.
• Manage client onboarding and ongoing servicing processes.
• Build strong relationships with clients, advisers, paraplanners, and colleagues.
• Communicate 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

Highly organised

Strong communicator

Customer service

Tools

CRM systems

Job description

Planning Support Administrator

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

• 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.

Desirable

• 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.
• Pension scheme.
• Life assurance and income protection.
• Flexible benefits platform.
• Career development opportunities within a collaborative and growing business.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application