- Organise and schedule client reviews
- Prepare pre-meeting documents including portfolio valuations and compliance checks
- Draft and produce client reports following meetings
- Process fund switches and implement adviser recommendations
- Deliver general administrative and client servicing support
- 2-5 years or more experience within the financial services or wealth management sector as a senior administrator
- Proactive, organised and efficient
- Excellent communicator
- Salary up to £35,000 (depending on experience)
- 25 days holiday + bank holidays, plus your birthday off
- Auto-enrolment pension
- Death in Service benefit
- Support for industry-recognised qualifications
- Cycle to work scheme
- Opportunities for career development and progression
- Friendly, sociable team environment
- Hybrid working: Mainly office-based with the potential for 1 day a week from home