We are recruiting an Advisor Support role for our client who is a successful financial planning company based in Milton Keynes, with an expanding team of experienced Financial Advisers who cover all aspects of Financial Planning. The principal duties of the role are listed below, but primarily your role would be to support the Financial Advisers in managing their diaries, setting up and preparing for their client meetings. About the Role We are seeking a highly organised and proactive professional Administrator to assist the Financial Adviser team in booking, preparing, co-ordinating, and following up on client review meetings. This role is crucial in ensuring clients receive a timely, efficient, and professional service, and that the adviser is fully supported with accurate documentation and meeting preparation. Key Responsibilities * Booking Meetings * Call clients to book review meetings * Manage Financial Advisers calendars and schedule meetings * Send out meeting confirmation to clients. * Pre-Meeting Preparation: * Prepare client review packs, including valuations, regulatory documents, performance charts and reports, investment information and meeting agenda. * Liaise with wider administration team for analytical/technical reports as necessary * Liaise with product providers/log into product systems to collect up-to-date client valuations and information. * C...