Dynamite Recruitment is seeking an experienced Client Services Administrator for a well-established financial planning business in Godalming. You will deliver high-quality client service, supporting senior advisers and the wider administration team in a busy, client-facing environment.
Responsibilities include preparing new business packs, quotes and authority requests, producing end-of-year packs and service reviews, and maintaining accurate client records in a regulated setting.
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We have an opening for a Client Services Admin - Financial Planning (Quarterly Bonus) in Godalming, England, United Kingdom within Finance, Sales.
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This posting is for the Client Services Admin - Financial Planning (Quarterly Bonus) role at Dynamite Recruitment, based in Godalming, England, United Kingdom.
We are looking to fill the Client Services Admin - Financial Planning (Quarterly Bonus) position at Dynamite Recruitment in Godalming, England, United Kingdom.