Our client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families. They are currently recruiting an experienced Adviser Support Administrator to join their growing team. About you · Administration experience in a financial planning company for at least two years. · Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies. · Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals. · Financial administration qualifications would be advantageous. · Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment. Responsibilities · Processing authority letters, and gathering financial data for new clients and annual reviews. · Preparing application forms and client documentation. · Processing financial transactions on platforms. · Preparing client reviews, including gathering financial data, updating goals information and setting up meetings. · Dealing with the post, emails and any correspondence relating to clients or their financial situation. · Providing administrative support to the financial planners and paraplanners as required. · Supporting clients with administrative queries and communication as required. What is on offer The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company. The opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners.