Financial Planning Support Administrator
Purpose of the Role
* To provide high-quality administrative support to Financial Planners and Directors, ensuring they are equipped with accurate and timely information for client meetings.
* To maintain up-to-date client records and ensure adherence to internal systems and processes.
* To mentor and support junior team members, fostering their development and enhancing team efficiency.
Key Responsibilities
1. Client Meeting Preparation
* Compile and generate accurate client review packs and check packs as required.
* Liaise with providers and third parties to gather timely and precise information.
2. Record Management
* Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
* Regularly update internal systems (e.g., IO) and ensure all opportunities are accurately recorded.
3. Communication & Collaboration
* Keep Financial Planners and team members informed of progress, escalating concerns or complaints promptly.
* Conduct weekly review meetings with Financial Planners to discuss priorities and address any issues.
4. Client Meeting Support
5. Attend cli...