Financial Planning Administrator
Our client is seeking a highly organised and professional Financial Administrator to support a team of Independent Financial Advisers within a well-established and growing financial services practice. This is an excellent opportunity for an individual with strong administrative skills and an interest in financial services to join a collaborative and supportive environment where attention to detail and client service are highly valued.The successful candidate will play a key role in ensuring the smooth day-to-day running of the advisory process, providing administrative and client support to advisers while maintaining excellent standards of communication, accuracy, and regulatory compliance.Key ResponsibilitiesBuilding and maintaining strong working relationships with clients, advisers, colleagues, and third-party providers to ensure a seamless client experienceActing as a key point of contact for clients and maintaining regular communication via telephone, email, and written correspondenceGathering, retrieving, and organising both new and historical client information to support financial planning and reporting processesMaintaining accurate and up-to-date records of all verbal, written, and electronic communications in line with company procedures and compliance requirementsSupporting Independent Financial Advisers in the preparation and production of financial reports, recommendations, and client documentationAssisting with research and information gathering to help ..... full job details .....
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