Adviser Client Support

Our client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families.

They are currently recruiting an experienced Adviser Support Administrator to join their growing team.

About you
· Administration experience in a financial planning company for at least two years.
· Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
· Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
· Financial administration qualifications would be advantageous.
· Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

Responsibilities
· Processing authority letters, and gathering financial data for new clients and annual reviews.
· Preparing application forms and client documentation.
· Processing financial transactions on platforms.
· Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
· Dealing with the post, emails and any correspondence relating to clients or their financial situation.
· Providing administrative support to the financial planners and paraplanners as required.
· Supporting clients with administrative queries and communication as required.

What is on offer
The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
The opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners.