Client Services Admin – Financial Planning | Quarterly Bonus

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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