Financial Adviser Administrator

Financial Adviser Administrator Are you an organised and proactive administrator with a passion for delivering outstanding client service? If you enjoy working in a professional, client-focused environment and thrive on managing multiple priorities, we would love to hear from you. This is an exciting opportunity to join a well-established financial planning business, supporting Financial Advisers in providing exceptional service to a valued client base. Whether you already have experience within Financial Services or are looking to build a career within the industry, this could be the perfect next step. The Role Working closely with a team of experienced Advisers, you will play a key role in ensuring clients receive a seamless and professional experience. Your responsibilities will include: Maintaining accurate client records and documentation Preparing illustrations, calculations and client information packs Processing business efficiently and compliantly Managing cases through the pipeline from start to finish Liaising with clients, providers and third-party professionals Supporting Advisers with diary management, administrative tasks and client communications Preparing for and attending client meetings where required Producing reports and responding to client enquiries Drafting professional correspondence and emails Ensuring all documentation is stored securely and accurately What We''re Looking For We''re looking for someone who is: Highly organised with excellent ..... full job details .....