Advisor Client support

Advisor Client Suppport An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge. You will be responsible for day-to-day administration involved in servicing clients and writing new business. You will will work closely with a financial planner and associate financial planner to service a defined client bank. Duties Include: Ensuring that all company processes are adhered to. Ensuring that all communications are recorded and indexed in the document management system (SharePoint) Ensuring immaculate and up-to-date records on the back-office system (Curo) Managing and maintaining a task list within Curo and Outlook. New business processing, completing forms and submitting to financial product providers. Producing valuations Production of Annual Planning Meeting (APM) preparation pack. General administration and processing. You must have strong attention to detail and proven experience within a Financial Advisory Firm. management planning ..... full job details .....