At a Glance
- Tasks: Support Financial Advisers and manage client relationships in a dynamic environment.
- Company: Join a reputable financial services firm in Abingdon.
- Benefits: Competitive salary of £34,000 and opportunities for professional growth.
- Other info: Enjoy a varied role with excellent career development prospects.
- Why this job: Be the vital link between clients and advisers, making a real difference.
- Qualifications: Highly organised, client-focused, and able to thrive in fast-paced settings.
The predicted salary is between 34000 - 34000 £ per year.
This is a varied and rewarding role where you will play a key part in supporting Financial Advisers, managing client relationships, and ensuring the smooth processing of financial services business. The successful candidate will be highly organised, client-focused, and comfortable working within a fast-paced, regulated environment.
The Role
Working closely with Advisers and the wider support team, you will provide comprehensive administrative and client service support across the full financial planning process. You will act as a key point of contact for clients and providers, ensuring all client instructions and business transactions are processed accurately and efficiently.
Key Responsibilities
- Adviser Support
- Provide dedicated administrative support to Financial Advisers
- Manage adviser diaries, appointments and annual review schedules
- Prepare client meeting packs and supporting documentation
- Monitor adviser opportunities and assist with business pipeline management
- Handle adviser-specific requests and administrative queries
- Support marketing and client communication initiatives, including mail merge exercises
- Client Support
- Act as a key point of contact for clients
- Ensure all client instructions and business transactions are processed accurately and efficiently
