Financial Adviser Administrator
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 bank holidays
- Additional annual leave entitlement linked to length of service
- Annual bonus scheme
- Pension scheme
- Private medical insurance (following qualifying service)
- Cycle to Work scheme
- Your birthday off as an additional gift day
- Paid volunteering day
- Supportive and welcoming team environment
- Opportunities to develop within a growing and respected business
Please Note
Due to the nature of the role, you'll be working across several office locations during training and thereafter on a set weekly office rotation. As the offices are situated in rural locations, a full driving licence and access to your own vehicle are essential.
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Financial Adviser Administrator employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
