The Role You will provide administrative support to Financial Planners and the wider team, helping to ensure that client work is processed efficiently and accurately. This is a varied role where you will be involved in maintaining high levels of service and supporting ongoing business activity. Key Responsibilities * Acting as a point of contact for clients via phone and email * Maintaining accurate client records and updating internal systems * Assisting with preparation for client meetings and reviews * Supporting new business processing and general administration tasks * Liaising with providers and handling queries * Managing workflows, tasks, and shared inboxes * Providing general support to advisers and the wider team * Ensuring all work is completed in line with company procedures About You * Previous experience within a financial planning firm is essential * Understanding of financial products and processes * Strong attention to detail and accuracy * Good organisational and time management skills * Confident communication skills, both written and verbal * Comfortable using Microsoft Office and internal systems What’s on Offer * Salary £28,500-£32,000 DOE * 25 days holiday plus bank holidays * Financial support for financial planning exams * Quarterly bonus scheme linked to both individual and company performance * Comprehensive benefits package, including private health cover * Full-time position (Monday to Friday, 37.5 hours per week), office-based * Ongoing training and support within a successful and growing firm #J-18808-Ljbffr
