Business Support Administrator

Your new companyWe are seeking a proactive and highly organised Business Support Administrator to join our growing team. We are a well-established financial services organisation based in Preston with a rich history and our ethos is all about putting the clients'' interests first. This role will provide essential support to Financial Advisers and Paraplanners, helping to deliver a high-quality service to our clients.The ideal candidate will have experience in Administration and, ideally, financial services, but not essential. This is a fantastic opportunity for someone who thrives in a fast-paced environment and takes pride in accuracy and client service.Your new roleDuties and responsibilities will include: Provide comprehensive administrative support to Financial Advisers and Paraplanners.Maintain accurate client records and CRM systems in line with company standardsCommunicate effectively with clients, providers, and internal teamsSubmit Letters of Authority and collate plan information for research and analysisPrepare client packs for annual review meetingsAssist with income reconciliation processesHandle incoming enquiries professionally, including meeting and greeting clientsSupport general business operations and assist colleagues when requiredEnsure all work meets service level agreements and maintains high data accuracyAdhere to company policies, procedures, and regulatory requirementsWhat you''ll need to succeedYou will have previous experience within ..... full job details .....