Are you detail-oriented, proactive, and passionate about delivering outstanding client service? We're looking for a Administrator to support our client's team of Financial Advisers in providing exceptional service to clients.
What you'll be doing:
* Providing comprehensive administrative support to ensure the Financial Advisers can meet client demands effectively.
* Organising and scheduling client appointments.
* Managing and updating client databases, ensuring records are accurate and compliant.
* Preparing client meeting packs, including files and valuations.
* Drafting financial suitability letters with recommendations for investments, withdrawals, and transfers.
* Handling all types of client correspondence and preparing supporting documentation.
* Processing client transactions, including new applications, withdrawals, and fund switches.
* Liaising with providers to obtain necessary paperwork, monitor application progress, and keep records up to date.
* Attending client meetings with Financial Advisers where required.
* Opening, sorting, and distributing post in a timely manner.
* Supporting research and analysis to tailor financial recommendations to individual client needs.
What we're looking for:
1. Previous experience in a similar role within financial services or wealth manage...