Planning Support Administrator

Job Description

Planning Support Administrator

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Based in Farnham, Surrey | Hybrid Working (3 days in office) | £28,000 – £35,000 DOE | Full-time, 37.5 hours per week

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About the Opportunity

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An established and growing wealth management and financial planning business is seeking a highly organised and customer-focused Planning Support Administrator to join its Advice Delivery team.

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This is an excellent opportunity for an experienced administrator who thrives in a fast-paced environment and enjoys building strong relationships with clients and colleagues. You'll play a key role in supporting advisers and ensuring a seamless client experience throughout the onboarding and servicing journey.

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Key Responsibilities

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• Deliver outstanding service and support to clients at all times.

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• Manage client onboarding and ongoing servicing processes efficiently.

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• Build strong working relationships with clients, advisers, paraplanners, and colleagues.

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• Communicate effectively via telephone, email, and other channels.

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• Maintain accurate records and utilise CRM systems effectively.

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• Support continuous process improvement initiatives.

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• Contribute positively to team culture and business projects as required.

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About You

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We're looking for someone who is:

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• Highly organised and delivery-focused.

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• Experienced in a client-facing administrative role.

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• Ideally experienced within financial planning, wealth management, or financial services.

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• Comfortable using CRM systems and managing multiple priorities.

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• A strong communicator with excellent customer service skills.

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• A proactive self-starter who takes ownership of their development.

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• A collaborative team player with a positive attitude.

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Desirable

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• Knowledge of investment and financial planning products such as ISAs, GIAs, pensions, and bonds.

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• Experience challenging and improving existing processes.

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What's on Offer

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• Competitive salary of £28,000 – £35,000, depending on experience.

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• Hybrid working with flexibility around working arrangements.

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• 25 days annual leave plus bank holidays.

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• Pension scheme.

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• Life assurance and income protection.

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• Flexible benefits platform.

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• Career development opportunities within a collaborative and growing business.

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Apply Now

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If you're an experienced administrator with a passion for delivering exceptional client service and are looking to join a supportive, professional environment where you can develop your career, we'd love to hear from you.

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