Dynamite Recruitment is seeking an experienced Client Services Administrator for a well-established financial planning business in Godalming. You will deliver high-quality client service, supporting senior advisers and the wider administration team in a busy, client-facing environment.
Responsibilities include preparing new business packs, quotes and authority requests, producing end-of-year packs and service reviews, and maintaining accurate client records in a regulated setting.
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Client Services Admin - Financial Planning (Quarterly Bonus) in Godalming employer: Dynamite Recruitment
Join a stable and profitable business with a strong support network, where your role as a Commercial Electrician will be valued and impactful. Enjoy enhanced sick pay, generous holiday options, and a culture that prioritises employee wellbeing through family events and a buddy system for new starters. With jobs typically within 30 minutes of home and flexible hours, this is an excellent opportunity for those seeking meaningful work in a collaborative environment.
