Braintree
£25,000-£30,000
This is an opportunity to join an established wealth management practice, offering a clear pathway to complete professional qualifications and progress into paraplanning and, longer term, advisory roles.
You'll be supporting advisers and clients through the full advice process in a structured and professional environment, gaining exposure across all areas of financial planning.
The Role
You'll play a key part in supporting the day-to-day running of the office, ensuring advisers are fully prepared and clients receive a smooth, well-managed experience throughout the advice process.
Your responsibilities will include:
Providing high-quality administrative and technical support to advisers
Preparing client files, meeting packs, illustrations, and compliance documentation
Processing new business accurately and ensuring all cases are fully documented
Progressing applications with providers, clients, and third parties
Handling client and third-party queries professionally via phone and email
Booking client appointments and supporting adviser workflows
Maintaining accurate records across CRM systems (including Salesforce)
Supporting with Letters of Authority and case progression
What You'll Need
Previous experience in an administrative or client support role (financial services preferred)
Strong organisational skills and ability to manage multiple tasks
High attention to detail and accuracy
Confident communication skills, both written and verbal
Experience with CRM systems (Salesforce desirable)
Good working knowledge of Microsoft Office
Development & Progression
This role offers a clear pathway for someone looking to build a long-term career in financial planning.
You'll be supported in working towards professional qualifications, with the opportunity to develop into paraplanning and advisory.
The Environment
You'll be joining a collaborative and professional team where:
Client service is a genuine priority
Processes are structured and compliant
Teamwork and communication are valued
You'll gain exposure to the full client journey
Why consider this role?
If you're currently in a support role and looking to build a long-term career within financial planning, this offers a structured environment with clear progression and genuine development opportunities
Salary description
£25000.00 - £30000.00 per year