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- Support advisers with admin and technical tasks
- Act as a key contact for client and team queries
- Maintain accurate client data and systems (e.g., Salesforce)
- Manage personal workflow and support team onboarding
- Prepare materials for adviser meetings
- Process fund transfers, switches, and withdrawals
- Handle tax and pension calculations (e.g., CGT, LTA)
- Submit new business promptly and track progress
- Stay updated on industry changes and complete training
- Work independently and communicate clearly with the team
- Excellent attention to detail and time management.
- Strong communication and interpersonal skills.
- Proven ability to work independently, remotely, and collaboratively.
- Comfortable with CRM systems and Microsoft Office Suite (Outlook, Excel, Word).
- Experience in maintaining operational systems, processes, and procedures.
- Calm, professional, and customer-focused under pressure.
- Committed to continuous learning and development.
- Proactive problem-solver with a supportive team approach.
- Previous experience in financial services administration.
- Working knowledge of Salesforce or similar CRM.
- Exposure to pension schemes, investments, and trust arrangements.
