Our Client is a professional independent financial advisory firm with offices across the UK. They offer personalised financial planning and guidance tailored to each client's specific needs. Their services include financial planning, pensions, savings and investments, taxation, mortgages, and various protection contracts. They are looking to take on a new Financial Administrator to join their team. About the Financial Administrator Role Based in the Leatherhead Office, you will join a team that supports four Financial Planners. This is a part-time, fully office-based role. Previous experience working in a similar administrative role within the financial services sector would be beneficial. Role Description Assist the IFAs in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records. Coordinate and schedule client meetings, handle appointment bookings and maintain the IFA's calendar. Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings. Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues. Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions. Qualifications Strong Communication skills Experience in financial services or related field Attention to detail and organisational skills Team player