Client-Focused Planning Support Specialist

Tate Recruitment is seeking a Planning Support Administrator for a wealth management and financial planning business based near Farnham, Surrey. The role is hybrid (three days in office) and full-time (37.5 hours per week).

The salary ranges from £28,000 to £35,000 depending on experience, with DOE considerations and a strong emphasis on client onboarding and servicing. The successful candidate will support advisers, maintain CRM records, and help drive a seamless client experience across

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