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.

management planning admin