Wealth Planning Admin β€” Client Services + Quarterly Bonus in Godalming

Wealth Planning Admin β€” Client Services + Quarterly Bonus in Godalming

Godalming Full-Time No working from home possible
A

A well-established financial planning business in Godalming is seeking an experienced Client Services Administrator to join their team and provide dedicated administrative and client servicing support. The role involves preparing packs, quotes, and ensuring accurate client records while working with senior advisers.

The candidate should have strong experience in financial services administration, wealth management or financial planning, with a focus on high-level client service and organisation.

#J-18808-Ljbffr

Wealth Planning Admin β€” Client Services + Quarterly Bonus in Godalming employer: A long standing partner

Join a forward-thinking renewables business in Fareham as a Solar PV Electrician, where you'll enjoy a competitive salary and a supportive work culture that prioritises employee well-being. With local work making up 70% of your projects, you can expect a great work-life balance, complemented by generous annual leave and a festive shutdown that enhances your time off. This is an excellent opportunity to grow within a dynamic team that values quality and professionalism in the high-end residential sector.

A

Contact Details:

A long standing partner Recruitment Team