Fantastic opportunity to building a career in Wealth Management with the support of a close-knit team in well established financial planning firm. This is an exceptional opportunity to join a reputable firm who believe in putting the client experience and outstanding service at the forefront of our proposition, they are looking for a techsavvy and hard-working administrator, who wants to learn and develop in a financial services environment. Duties for this role after training: Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information. Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from Platforms/Providers as required. Review meeting preparation - produce valuations and ensure correct documentation is gathered (risk profiling, factfind, client agreements etc). Completion of product application forms, Trust documentation and new business submission (platforms). Monitoring and oversight of new business applications and fees You will have: You are able to demonstrate exceptional administrative and organisational skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You are a self-starter, able to work with little supervision, and with good time management and planning skills You should be IT proficient in using all aspects of Microsoft 365, specifically Microsoft Word, Excel and Outlook. You must be articulate, have excellent communication and comprehensive literacy skills. This is an excellent role within a forward-thinking firm working in a busy team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Previous employees in this role have gone on to an Adviser position if that is a route you are interested in. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.