Advisor Support - Financial Planning in City of London

A highly organised and proactive Hybrid Client Relationship Manager is sought by an award-winning, multi-office, highly reputable Financial Planner. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service.

The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers.

• Set up new leads and prospects and maintain accurate records in our back-office system.
• Manage and update tasks for new leads.
• Attach Adviser correspondence and relevant documentation to client records.
• Prepare and issue compliance packs for client meetings.
• Chase outstanding documentation and upload completed paperwork to our back-office system.
• Send and manage risk profile questionnaires and record responses.
• Set up clients on the client portal and manage related documentation.
• Issue, chase and record fee agreements.
• Ensure first review meetings are scheduled for clients with ongoing service agreements.
• Upload and maintain AML documentation in our back-office system.
• Act as a key point of contact for clients, ensuring prompt responses and clear communication.
• Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation.
• Review upcoming Adviser diary and ensure meeting documentation is prepared and issued.
• Liaise with internal departments and external providers regarding client cases.
• Generate, issue and maintain client Fact Finds.
• Support review meeting preparation and liaise with Paraplanners where required.
• Prepare cases for suitability reports ensuring all documentation is complete.
• Pre-populate application paperwork for new business where appropriate.
• Monitor client platform cash levels to ensure sufficient funds for charges and income needs.
• Review, edit and upload meeting notes and issue approved notes to clients.

• Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings.
• Take and distribute meeting notes, confirming agreed actions to relevant team members.
• Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues.
• Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings.
• Maintain an understanding of team targets, helping to prioritise work to support their achievement.
• Maintain oversight of high-value new business cases to ensure smooth progression.
• Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process.
• Support the Adviser and/or Paraplanner in producing high-level discussion documents.

• Continue personal development through regular training aligned with your agreed development plan.
• Maintain knowledge of internal processes, compliance requirements, and systems.
• Proactively develop your understanding of financial planning processes and Adviser Support functions.
• Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required.

• Previous experience in financial services administration, adviser support, or client relationship management.
• Strong organisational skills and excellent attention to detail.
• Experience using CRM systems (preferred).
• Excellent communication and client service skills.
• Ability to manage multiple priorities and deadlines.
• A proactive and collaborative approach to supporting Advisers and clients.

• Competitive salary package.
• Hybrid working pattern (3 days office-based).
• Supportive and collaborative team environment.
• Ongoing training and professional development opportunities.
• The opportunity to play a key role in delivering outstanding client service within a growing team.
• 4% matched pension contributions.
• Income Protection Cover (terms apply).
• Death-in-Service Cover (terms apply).
• Health Shield Cash Plan.
• Employee Assistance Programmes.
• Cycle to Work Scheme.
• Employee Discounts.
• Company Activities.
• Breakfast/Fruit supplies.
• Discounted Health Tests.
• Optional Influenza vaccination.
• Employee referral programme.