Our client is looking for a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in Lewes, East Sussex. They are also looking for a Financial Planning Assistant to join their team and provide day-to-day support to the Financial Planners. The Financial Planning Assistant role is client-focused, and you will FPAs attend client meetings, research, and produce technically accurate and well-written follow-up work. Financial Planning Administrator Key responsibilities: Manage incoming calls and emails for the Adviser Make appointments for new and existing clients, annual reviews and other meetings as required. Prepare recommendations/reports that account for clients’ circumstances and needs. Implement actions, such as changing existing investment holdings, as directed. Providing client support required via phone, email or post. Attend external events with the Adviser where required Maintaining and organising the Advisers diary Set up client files and filing. Produce client-specific illustrations. Update client holdings and valuations, obtain share values, and use analytics. Analyse and interpret financial and other data and produce relevant reports. Maintain detailed and accurate records. Interpret instructions and issues arising and then implement actions according to administrative policies and procedures. Adhere to stated policies and procedures relating to quality management. Greet clients who visit the office. Ideal Candidate: Someone passionate about Financial Advice. A person who is dynamic, positive, outgoing, professional and confidential in undertaking all aspects of their role. Candidates must be articulate, numerate, well-presented, and experienced in dealing with people at all levels. Someone who is comfortable dealing with a wide variety of tasks, often relating to different businesses to tight deadlines. A team player who is comfortable working closely with the Adviser but is equally comfortable working on their own.