Advisor Client Suppport-

An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge.

You will be responsible for-day-to-day administration involved in servicing clients and writing new business. You will-will work closely with a financial planner and associate financial planner to service a defined-client bank.

Duties Include:

• Ensuring-that all company processes are adhered to.
• Ensuring-that all communications are recorded and indexed in the document management system-(SharePoint)
• Ensuring-immaculate and up-to-date records on the back-office system (Curo)
• Managing-and maintaining a task list within Curo and Outlook.-
• New business processing, completing forms and submitting to financial product providers.
• Producing valuations
• Production of Annual Planning Meeting (APM) preparation pack.
• General administration and processing.

You must have strong attention to detail and proven experience within a Financial Advisory Firm.

#wealth management #Financial planning #Financial admin