Please note that this role may be based in central Manchester initially. Adroit Financial Planning, part of the Brooks Macdonald Group, are looking for a Financial Planning Assistant to join our Administration team in Altrincham. Within this role, you will deliver administrative service and support to our financial advisers, clients and introducers and responds to requests from the supporting functions. This is achieved by having a clear and precise understanding of all the processes and procedures that are undertaken within the administrative team. Role Responsibilities: Prepare application forms and other documents needed for first and second meetings with new clients Process new business including liaising with clients and providers to ensure accurate information is obtained and recorded Printing and issuing physical copies of any reports Handling the establishments of Personal Injury Trusts after the initial viability assessment and assisting clients to open Trust Bank Accounts Handling client withdrawal requests in a timely manner Handling client top-ups to investments, and communicating with the client to provide them with progress updates and completion confirmation Dealing with client disengagements through encashments, transfers out and death, ensuring the back-office system is kept up to date to shut fee expectations, tasks and update plan records Dealing with incoming and out-going post Dealing with incoming calls to the main office line Maintaining client records and liaising with providers to update them on client information such as change of names, addresses Preparing and issuing invoices for expert witness work and any other ad-hoc fees Preparing and issuing as-hoc letters Generating MI for team meetings Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules Experience Required: Experience in a similar role as an Administrator within an IFA/financial planning firm Demonstrable interest in and understanding of financial services Proven organisation, planning and prioritising skills Demonstrable level of attention to detail Ability to engage with diverse clients, Professional Advisers, Investment Managers, product providers and internal stakeholders Have passion and energy to deliver successful outcomes for our clients Proficient in the use of Microsoft Office suite and relevant practice and business IT systems, particularly Intelliflo Excellent oral and written communication skills Excellent time management and organisational skills Able to work on own initiative Ability to cope with tight deadlines Sensitivity towards vulnerable clients About Brooks Macdonald Adroit Financial Planning is a firm of financial planners who specialises in providing holistic independent financial advice to those who have suffered life changing injuries. We offer several services to clients who have suffered a personal injury/medical negligence as well as their legal team. We are focused on helping clients understand and plan for their financial future and protect their wealth over the longer term. Adroit Financial Planning is part of the Brooks Macdonald Group plc which provides leading investment management services in the UK. Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK. We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do: we do the right thing we are connected we care we make a difference We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients. We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week. We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.