Dorking Office Based 9-5 Role Purpose Working closely with Advisers, Paraplanners and colleagues across the business, the role helps ensure client work is completed efficiently, regulatory requirements are met and an exceptional client experience is delivered throughout every stage of the financial planning journey. Career Development Opportunity This role offers an excellent opportunity for an experienced Financial Services Administrator to further develop their technical knowledge and expertise within a Chartered Financial Planning practice. Working alongside experienced Financial Advisers, Paraplanners and colleagues across the business, the successful individual will continue to build their understanding of financial planning, regulatory requirements and client service whilst developing broader operational knowledge within a professional advice environment. Client Administration Prepare client meeting packs and supporting documentation accurately and within agreed timescales. Process new investment, pension and protection business from application through to completion, ensuring all regulatory and compliance requirements are met. Prepare and process client transactions, including fund switches, withdrawals, surrenders and other servicing requests. Maintain accurate and up-to-date client records using the company''s CRM and business systems. Ensure all documentation is complete and accurately prepared before submission to the Paraplanning team. Carry out relevant ..... full job details .....