Advisor Client support

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