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- Provide administrative support to the financial planners.
- Prepare and manage client documentation, ensuring accuracy and compliance.
- Maintain client records and update internal systems.
- Coordinate and schedule client meetings.
- Assist with the preparation of reports and presentations.
- Handle client inquiries and provide excellent customer service.
- Previous experience in a financial planning or similar administrative role.
- Strong understanding of the advice process.
- Strong organisational and multitasking skills.
- Excellent communication and interpersonal abilities.
- Proficiency in financial planning software (preferred).
- Attention to detail and a high level of accuracy.
- Competitive salary between £26,000 - £35,000 DOE and benefits package including life cover and healthcare.
- Opportunities for professional development and career advancement.
- A positive and inclusive workplace culture.
- Supportive team environment with regular team-building activities.
- Modern office facilities with easy access to Ipswich.
- Hybrid working.
- And much more!
