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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Guildford
We re working with a well-established financial Planning business in Godalming who are looking for an experienced Client Services Administrator to…
Guildford
We’re working with a well-established financial Planning business in Godalming who are looking for an experienced Client Services Administrator to…
Godalming
Up to £40,000 + quarterly bonus We’re working with a well-established financial Planning business in Godalming who are looking for an experienced…
Winchester
Do you enjoy building strong relationships with clients and being the person who keeps everything running smoothly behind the scenes?
Shepley
Robertson Baxter is a well-established financial planning firm and part of the Benchmark family.
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