Financial Adviser Administrator

Financial Adviser Administrator

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

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)

• 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

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.