Client Services Admin - Financial Planning | Quarterly Bonus in Guildford

Client Services Admin - Financial Planning | Quarterly Bonus in Guildford

Guildford Full-Time On-site
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Dynamite Recruitment is assisting a Godalming-based financial planning business to hire a Client Services Administrator. This role focuses on delivering high‑quality client service and administrative support to senior advisers and the administration team.

You will prepare new business packs, quotes, Letters of Authority, and tax packs, manage client enquiries, and ensure accurate client files within an FCA-regulated environment.

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Client Services Admin - Financial Planning | Quarterly Bonus in Guildford 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.

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Contact Details:

Dynamite Recruitment Recruitment Team