Senior Administrator This is an exciting opportunity for a self-motivated and well-organised individual who wishes to develop their skills and experience in a fast-growing financial advice firm. We're looking for a responsive, first-class administrator. The role includes a range of administrative duties, client service and technical support to assist the financial advisers. Responsibilities Review planning: The scheduling, planning and organising client reviews with the financial planner. Meeting preparation: Preparing all pre-meeting requirements such as portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc. Post-meeting administration: Preparing, writing and producing client reports. Implementing advice actions: For instance, fund switches and new business General office administration: Client servicing support as required. The ideal person Able to work within defined business processes. Prioritise and plan own workload. Have attention to detail and accuracy. Be able to communicate effectively with colleagues and clients. Excellent interpersonal skills, both written and verbal. Ability to focus and prioritise effectively. Qualifications Ideally at least 2-5 years experience as a senior administrator in the financial/wealth planning sector. Salary and benefits Compensation dependent on skills and experience 25 days annual leave Birthday off as additional leave Auto enrolment pension Death in Service Training and support towards industry recognised certifications Cycle to work scheme Equal Opportunities Statement It is against our Equality, Diversity and Inclusion policy to discriminate either directly or indirectly during the recruitment and onboarding process, in line with the protected characteristics in the Equality Act 2010. Fairstone is a fair and inclusive place to work and we strive to uphold these working practices during recruitment and selection.