The main role of the post will be to provide assistance to the Financial Advisers in provision of financial planning advice. The candidate needs to be flexible enough to undertake a range of support and administration duties, which will include:

• Assisting the Adviser in delivery of high-quality financial advice to their clients as part of the financial advice process
• Handling initial client enquiries in person, in writing & by telephone
• Providing on-going liaison and support for existing clients
• Dealing with general email and postal correspondence
• Creating & maintaining compliant client files (manual & computer based)
• Intelligent Office CRM system for task management and business submissions
• Packaging & issuing client reports and product brochures
• Packaging submission of client applications to providers
• Post-sales administration
• Managing & preparing for client reviews
• Liaising with product providers by telephone and email
• Diary management for advisers

The Candidate
You will have relevant financial services administration experience, ideally gained within a life and pensions administration or IFA business.

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