- To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings
- To ensure that client records are up to date and that internal systems and processes are followed
- To support and develop junior team members to enable them to be as efficient and effective as possible
- Progressing towards the Diploma in Financial Plannin
- Knowledge or providing accurate and timely financial services administrative support
- Strong background in compliance
- Knowledge of pensions and investments