Advisor Client support

Advisor Client Suppport

An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge.

You will be responsible for day-to-day administration involved in servicing clients and writing new business. You will will work closely with a financial planner and associate financial planner to service a defined client bank.

Duties Include:

* Ensuring that all company processes are adhered to.

* Ensuring that all communications are recorded and indexed in the document management system (SharePoint)

* Ensuring immaculate and up-to-date records on the back-office system (Curo)

* Managing and maintaining a task list within Curo and Outlook.

* New business processing, completing forms and submitting to financial product providers.

* Producing valuations

* Production of Annual Planning Meeting (APM) preparation pack.

* General administration and processing.

You must have strong attention to detail and proven experience within a Financial Advisory Firm.

#wealth management #Financial planning #Financial admin