Financial Planner Support / Admin - Boutique Financial Planning Co

A highly regarded boutique financial planning and employee benefits advisory firm is seeking an Financial Planner Support / Senior Administrator to support its lead financial planner and expanding corporate client portfolio. Established in recent years and experiencing strong organic growth, the firm now advises on £125m+ of client assets and continues to build long-term partnerships with businesses and their employees across the UK. The organisation prides itself on delivering thoughtful, client-centric advice and maintaining exceptional service standards.Core duties and responsibilities- Provide quality administration and analytical support to planners and clients- Process letters of authority, liaising with providers to gather plan information andsummarising policy details once received- Prepare for client meetings and process action points post-meeting- Process new business in line with company procedures and compliance requirements- Implement client recommendations, process fund switches and update valuation details- Diary management for advisers, organising client meetings, greeting clients- Manage the ongoing client review process and prepare investment overview presentations- Proofread client reports to understand the client''s circumstances and the rationale of advicegiven, as well as checking for grammatical and brand errors- Generating the supporting documentation for client reports- Support financial planners with preparation for quarterly investment management ..... full job details .....