Are you an experienced administrator with a passion for delivering outstanding client support in financial services? Join a forward-thinking, independent firm that values integrity, excellence, and individuality. My client well-established and respected wealth management firm that takes a client-first approach to truly independent financial planning. The Role: You need to be detail-oriented and proactive administrator to their growing client support team. This role will play a key part in ensuring seamless operations and exceptional service to both clients and financial planners. Key Responsibilities: Preparing client reports and annual review packs Processing new business applications Handling client and adviser queries efficiently Managing phone calls and administrative support tasks To qualify you need to have : ✔ Experience in financial services within an administrative role is essential ✔ Excellent organisational and time management skills – ability to juggle multiple tasks ✔ Strong communication skills – both written and verbal ✔ Knowledge of Intelligent Office (advantageous but not essential) ✔ Familiarity with Abrdn/Standard Life Wrap (training provided) What’s in it for you? ✨ Competitive salary based on experience ✨ Company pension scheme ✨ 25 days holiday bank holidays ✨ Support for professional exams and career development opportunities ✨ A supportive and dynamic team environment Interested? Apply now to take the next step in your career with a firm that values your growth and individuality