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- Providing comprehensive administrative support to financial planners and senior management.
- Managing client records with accuracy, ensuring all documentation meets regulatory requirements.
- Coordinating meetings, preparing necessary paperwork, and communicating effectively with clients.
- Assisting with compliance and regulatory duties to ensure best practices are upheld.
- Identifying ways to improve administrative processes and enhance efficiency.
- Supporting and mentoring junior team members where necessary.
- Handling sensitive information professionally and confidentially.
- Has proven experience in a senior administrative role, ideally within financial services.
- Is highly organised and able to juggle multiple tasks with efficiency.
- Has a keen eye for detail and takes pride in delivering high-quality work.
- Possesses strong communication skills, both written and verbal.
- Is comfortable using IT systems such as Microsoft Office and CRM software.
- Understands financial services regulations and compliance (preferred but not essential).
- Works well as part of a team and enjoys supporting colleagues.
- £28,000-£31,000 per annum
- Opportunities for career progression and professional development.
- A friendly and supportive working environment.
- The chance to be part of a reputable and forward-thinking financial planning consultancy.
