Senior Financial Support Advisor

Senior Financial Support Advisor Cwmbran, South Wales Permanent - Hybrid Salary: £40k Our Client We are looking to recruit a Senior Financial Support Adviser to join our clients expanding multi-business group which covers Financial Services and Estate Planning. Job Description The Senior Adviser is a vital role for our client s team, supporting their financial advisers to deliver consistently high-quality advice and exceptional client service. The ideal candidate will play a key role across all stages of the financial planning journey, from technical research and report writing through to client interaction and adviser support. Whether you re attending client meetings or analysing complex product and investment documentation, no two days will be the same. The Role This is a varied, stimulating, and pivotal position within the business. Depending on your level of experience, responsibilities will include some or all the following: Assisting with all aspects of the financial planning process Producing high-quality suitability reports and supporting documentation Researching and analysing products, investments, and planning strategies Supporting advisers before, during, and after client meetings Dealing with clients by phone and, where appropriate, face-to-face Maintaining accurate client records across our back-office. Preparing and maintaining client files in line with regulatory requirements Take ownership of more complex cases and planning scenarios Act as a technical ..... full job details .....