Role PurposeAct as the client''s internal champion and primary contact for non-advice queriesDeliver excellent client outcomes through relationship management, coordination, and technical supportSupport Financial Planners in producing and implementing advice efficiently and compliantlyKey ResponsibilitiesClient Management: Maintain proactive relationships, manage queries, prepare clients for reviews, and ensure timely updatesBusiness Development: Follow up leads, support onboarding, and identify opportunities for account growthClient Outcomes: Assist advisers with strategies, coordinate research, prepare reports, and ensure recommendations are implemented accuratelyData and Compliance: Maintain accurate client records, ensure all KYC and compliance documentation is complete, and meet internal KPIsSkills and ExperienceSenior administrator or paraplanner experience within an independent advice environmentKnowledge of pensions, investments, mortgages, and protection productsStudying towards Diploma qualification (Level 4 preferred)Strong organisation, communication, and multi-tasking skillsConfident handling technical (non-advice) queriesExperience with Intelligent Office; FE Analytics, CashCalc, or provider platforms desirableProactive, detail-focused, and commercially aware team playerWorking PatternOffice-based during probation and competency sign-offHybrid working post-probation (minimum 2 days in-office / up to 3 days WFH)