HOT NEW ROLE!Ready to join a financial services firm where you are valued, supported and part of a collaborative, professional team?This is not just another administrative role. This is an opportunity to become a key part of a respected Independent Financial Advice practice with an outstanding culture and long term stability.You will play a crucial role in supporting Advisers and ensuring clients receive a seamless, high quality service. Your work will directly impact client experience and business efficiency.Key responsibilities include:Processing online business applications accurately and efficientlyProducing client illustrations and suitability documentationUpdating and maintaining client portfoliosManaging pensions and investment administrationLiaising with providers and platformsEnsuring compliance standards are met at all timesSupporting advisers with pre and post meeting preparationWhy my client?Supportive and inclusive culture where people stay long termProfessional yet friendly environmentClear structure and strong operational processesExposure to pensions, investments and wealth managementOpportunity to develop technical knowledge and grow within financial servicesStability and security within a well established practiceThis is ideal for someone who:Has experience within financial services administrationUnderstands pensions and investment productsIs highly organised and detail focusedTakes pride in delivering exceptional client serviceWants to build a long term ..... full job details .....