Planning Support Administrator - Wealth Management

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

Hybrid working

Job summary

Tate is seeking a Planning Support Administrator in Farnham with hybrid working (3 days in office). The role supports advisers and the client onboarding/ servicing journey within a growing wealth management business.

You will be highly organized, client-facing, and proficient with CRM systems, delivering outstanding service while coordinating multiple priorities in a fast-paced environment.

Qualifications

• Highly organised and delivery-focused.
• Experience in a client-facing administrative role.
• Desirable: experience in financial planning, wealth management, or financial services.
• Comfortable using CRM systems and managing multiple priorities.
• Strong communicator with excellent customer service.
• Proactive self-starter who takes ownership of development.

Responsibilities

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

Highly organized

Client-facing

CRM proficiency

Strong communication

Proactive

Collaborative

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