Responsibilities
* Prepare and maintain reports using Excel and Word
* Liaising with providers to obtain policy information and updates.
* Preparing documentation for client meetings, including valuations and reports.
* Managing client communications and scheduling appointments.
* Assisting with annual reviews and updating client files accordingly.
* The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning. Previous experience in a financial services administration role is essential, ideally within a financial planning or wealth management environment.
* Strong organisational and communication skills.
* High level of accuracy and attention to detail.
* Proficient in Microsoft Office and CRM systems.
* A proactive attitude and willingness to learn and grow within the role.
* R01, CF1 or FA1 would be advantageous
#J-18808-Ljbffr