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 attention to detail
Professional, personable and confident communicating with clients
IT proficient, including Microsoft Word, Excel and Outlook
Able to prioritise workloads and manage multiple tasks effectively
Proactive, adaptable and happy to use their own initiative
Discreet and trustworthy when handling sensitive information
Experienced within Financial Services (advantageous but not essential)
What's On Offer? Monday to Friday, 9am - 5pm
25 days annual leave plus
Financial Adviser Administrator employer: Brook Street
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