Your duties will include but not be limited to:

• Providing administrative support to paraplanners and financial advisers.
• Client onboarding, including sending welcome documents and ensuring all required paperwork is completed.
• Generating Letters of Authority (LOA) and handling information requests with providers.
• Managing risk profile questionnaires and scoring based on client input.
• Maintaining client records in our back-office system (currently using Intelligent Office)
• Keeping fact-find information updated to ensure accurate financial planning.
• Processing applications with providers and tracking progress.
• Communicating with clients to provide status updates and handle queries in a professional manner.
• Chasing providers to ensure timely processing of advice and applications.
• Managing internal workflows to track and update client case progress.
• Performing compliance checks and completing file checklists.
• Raising and tracking client invoices as needed

The company is in an exciting phase of expansion, bringing on new advisers and increasing our client base. This role provides the opportunity to:

• Join a young, growing firm where your input will shape the future of the business.
• Develop strong relationships within our structured pod system, working closely with a set group of advisers.
• Gain exposure to high-net-worth clients, working on cases involving significant investment portfolios.
• Potentially progress into paraplanning, with exam support available for those interested in advancing their qualifications.
• Be part of an evolving, dynamic business, where new ideas and improvements are welcomed and encouraged