This is a great opportunity to join a fast-growing financial planning practice as an administrator. The primary function of the role will supporting the Financial Planner and ensuring that clients receive a high level of service. This is a fulltime role. The practice offers hybrid working. Key responsibilities Maintain and organise the client files, including compliance paperwork Implementing recommendations and solutions including complete proposals, paperwork, applications Act as point of contact and deal with queries Prepare client valuations, cash repots, fund comparison reports Attend client review meetings with the Financial Planner General office administration duties Essential skills: • Able to multi-task, priotise and plan own workload without direct supervision• Good eye for detail and accuracy• Interpersonal Skills and a good team player Desirable qualifications, skills and/or experience: • 2 years’ experience in a similar role• Knowledge of financial services products What’s in it for me? A competitive salary, benefits and flexible working is on offer.