This is an excellent opportunity for someone with strong administrative skills and a client-focused approach to develop their career within a successful and supportive financial services environment.
Working closely with Financial Advisers and the wider support team, you will play a key role in delivering an efficient, accurate, and high-quality service to clients while supporting the smooth day-to-day running of the Practice.
Key Responsibilities
Client & Adviser Support
Provide administrative support to Financial Advisers and the wider Practice team.
Meet and greet clients, ensuring a professional and welcoming experience.
Manage appointment scheduling and confirmations for client meetings.
Prepare documentation and financial reviews for adviser meetings.
Type and maintain accurate meeting notes and client records.
Liaise with clients regarding appointments and ongoing servicing requirements.
Administration & Processing
Prepare illustrations and quotations using financial planning systems such as Solution Builder.
Request and obtain ceding scheme information from providers.
Liaise with providers to ensure all requirements and documentation are completed efficiently.
Process client requests including fund switches and withdrawals.
Accurately input and maintain data using back-office systems including St. James's Place iBusiness and Salesforce.
Maintain electronic and paper filing systems, including scanning and document management.
Development Opportunity
As experience develops within the role, responsibilities may progress to include:
Assisting with research and preparation of suitability/recommendation reports.
Processing new business applications from submission through to policy issue.
Taking greater ownership of client servicing and case management.
Skills, Experience & Qualifications
Essential
GCSEs (or equivalent) including English Language and Mathematics.
Previous administration experience within an office environment.
Strong organisational and time management skills.
Excellent interpersonal and communication abilities.
High attention to detail and accuracy.
Confident using Microsoft Office and administration systems.
Professional and client-focused approach.
Desirable
Experience within financial services, wealth management, banking, or insurance.
Knowledge of financial planning processes and provider platforms.
Experience using Salesforce, iBusiness, or similar CRM/back-office systems.
Understanding of FCA regulations and compliance requirements.
Ability to prioritise workloads and adapt to changing business needs.
Personal Attributes
Strong team player with a positive and flexible attitude.
Professional, reliable, and well organised.
Able to work efficiently under pressure and to deadlines.
Willingness to learn and develop within the financial services industry.
Strong relationship-building skills with clients and colleagues alike.
Appreciates the importance of confidentiality, compliance, and excellent client service.
Benefits
Competitive salary dependent on experience.
20 days annual leave plus bank holidays.
Access to Private Medical Insurance Scheme.
Auto-enrolment pension scheme.
Ongoing training and career development opportunities within Wealth Management
Please send CV to Colleen Farquharson via the link
Brook Street NMR is acting as an Employment Agency in relation to this vacancy
Salary description
£28000.00 - £28000.00 per year