Financial services administrator

Brook Street Recruitment is working on behalf of our financial services client who are currently looking to recruit a professional and highly organised Financial Services Administrator to join their growing Wealth Management team.



This is an excellent opportunity for someone with strong administrative skills and a client-focused approach to develop their career within a successful and supportive financial services environment.
Working closely with Financial Advisers and the wider support team, you will play a key role in delivering an efficient, accurate, and high-quality service to clients while supporting the smooth day-to-day running of the Practice.



Key Responsibilities



Client & Adviser Support

* Provide administrative support to Financial Advisers and the wider Practice team.
* Meet and greet clients, ensuring a professional and welcoming experience.
* Manage appointment scheduling and confirmations for client meetings.
* Prepare documentation and financial reviews for adviser meetings.
* Type and maintain accurate meeting notes and client records.
* Liaise with clients regarding appointments and ongoing servicing requirements.


Administration & Processing

1. Prepare illustrations and quotations using financial planning systems such as Solution Builder.
2. Request and obtain ceding scheme information from providers.