Role Purpose

• Act as the client’s internal champion and primary contact for non-advice queries
• Deliver excellent client outcomes through relationship management, coordination, and technical support
• Support Financial Planners in producing and implementing advice efficiently and compliantly

Key Responsibilities

• Client Management: Maintain proactive relationships, manage queries, prepare clients for reviews, and ensure timely updates
• Business Development: Follow up leads, support onboarding, and identify opportunities for account growth
• Client Outcomes: Assist advisers with strategies, coordinate research, prepare reports, and ensure recommendations are implemented accurately
• Data & Compliance: Maintain accurate client records, ensure all KYC and compliance documentation is complete, and meet internal KPIs

Skills & Experience

• Senior administrator or paraplanner experience within an independent advice environment
• Knowledge of pensions, investments, mortgages, and protection products
• Studying towards Diploma qualification (Level 4 preferred)
• Strong organisation, communication, and multi-tasking skills
• Confident handling technical (non-advice) queries
• Experience with Intelligent Office; FE Analytics, CashCalc, or provider platforms desirable
• Proactive, detail-focused, and commercially aware team player

Working Pattern

• Office-based during probation and competency sign-off
• Hybrid working post-probation (minimum 2 days in-office / up to 3 days WFH)