Working for a leading broker offering an array of financial services products to nationwide clients. Duties include: Provide high level technical and administrative support to the Advisers; Understand complex information and utilise this to write accurate and professional suitability letters; Ensure that files are complete with all required client documentation; Deal effectively with queries from clients and other parties through effective communication; Book appointments, liaise with GP surgeries and insurance companies to ensure positive client outcomes; Assist with trust forms; Maintain accurate computer records and follow the company’s compliance process at all times. Skills/criteria required: Previous experience in a similar support role in financial services or the protection sector; Able to understand complex information to produce accurate suitability letters; Knowledge of relevant regulation and legislation (desirable); Experience of client management systems; Excellent telephone client interaction skills and ability to build rapport swiftly; Excellent written communication skills; Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel); Good organisation skills; Very strong attention to detail; Manages time effectively with the ability to multi-task; Keeps calm when faced with conflicting demands and handles these effectively; Demonstrates a positive attitude at all times. Additional Information: Reigate based - Hybrid after training Monday - Friday - 35 hour week Salary: £25-26000 Attractive benefits package including bonus, PMI, pension more