Up to £38,000 + quarterly bonus
We’re working with a well-established financial Planning business in Godalming who are looking for an experienced Client Services Administrator to join their friendly, hardworking team.
This is a great opportunity for someone with a strong background in financial services, wealth management or financial planning administration who enjoys client contact and providing a high level of service.
You’ll provide dedicated administrative and client servicing support, working closely with senior advisers and the wider administration team.
Responsibilities will include:
- Preparing new business and client review packs
- Preparing protection quotes
- Managing Letters of Authority and provider requests
- Producing year-end tax packs and Annual Service Reviews
- Recording and progressing new business
- Managing follow-up tasks and queries through iO
- Following up outstanding fees and commission
- Maintaining accurate and up-to-date client files
- Dealing with client enquiries and general administration
About You
We’re looking for someone with experience in financial services administration, ideally within financial planning, wealth management or an IFA environment.
You’ll be:
- Highly organised with excellent attention to detail
- Confident and professional when dealing with clients
- Comfortable managing multiple priorities and deadlines
- Familiar with FCA-regulated environments and confidential client data
- A strong communicator and team player
Intelliflo iO experience is highly desirable but not essential.
What's on offer?
- Up to £38,000 salary
- Quarterly bonus based on company performance and individual KPIs
- 25 days annual leave + bank holidays
- Pension scheme
- Death in Service
- Income protection
- Friendly, close-knit team environment
If you’re an experienced Financial Services Administrator looking for a client-focused role within a supportive team, we’d love to hear from you.
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Financial Planning Administrator in Godalming employer: Dynamite Recruitment Solutions Ltd Careers
Join a dynamic property services organisation that prioritises employee growth and well-being, offering a competitive salary, company vehicle, and a comprehensive benefits package. With a strong focus on team leadership and client relationships, this role provides an excellent opportunity to thrive in a supportive work culture that values recognition and professional development. Located in a vibrant area, employees enjoy generous leave options and various health initiatives, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Dynamite Recruitment Solutions Ltd Careers Recruitment Team
