Job Type: Full-time / Permanent


Role Overview

We are a successful financial advisory business looking for a highly efficient, technical, and exceptionally organised administrator to join our small, close-knit team. The candidate will be supporting the Financial Advisor by gathering, analysing, and preparing client data. You must be tech savvy, numerically strong, and possess the assertiveness to chase providers.
Crucially, you must have the ability to manage a busy diary and overlapping workflows to ensure nothing slips through the cracks.

Key Responsibilities

 Workflow & Diary Management: managing the pipeline of upcoming annual reviews alongside the Letter of Authority (LOA) process. You will be responsible for ensuring deadlines are met, the diary is kept in order, and that conflicting timescales are managed effectively so the advisor always has the necessary files ready for meetings.


 Annual Review Preparation: taking full ownership of the pre meeting process. This includes gathering up to date policy information, analysing performance, and producing comprehensive review packs for the advisor to present to the client.



 Provider Management: handling the Letter of Authority process from start to finish. This requires a tenacious and assertive approach to chasing providers to ensure we have all necessary information on time.



 Data Analysis & Reporting: using provider platforms and FE Analytics to generate graphs, performance data, and financial calculations. You must be able to interpret this data to ensure accuracy in reports.



 Client Support: acting as a point of contact for clients via email and phone. You will ensure clients are kept up to date on the progress of their reviews or transfers, dealing with queries in a professional, friendly, and efficient manner.



 General Administration: managing the advisor's correspondence, maintaining client records, and ensuring all files are compliant and up to date.