Adviser Support

We are recruiting an Advisor Support role for our client who is a successful financial planning company based in Milton Keynes, with an expanding team of experienced Financial Advisers who cover all aspects of Financial Planning.

The principal duties of the role are listed below, but primarily your role would be to support the Financial Advisers in managing their diaries, setting up and preparing for their client meetings.

About the Role

We are seeking a highly organised and proactive professional Administrator to assist the Financial Adviser team in booking, preparing, co-ordinating, and following up on client review meetings. This role is crucial in ensuring clients receive a timely, efficient, and professional service, and that the adviser is fully supported with accurate documentation and meeting preparation.

Key Responsibilities

• Booking Meetings
  • Call clients to book review meetings
  • Manage Financial Advisers calendars and schedule meetings
  • Send out meeting confirmation to clients.
• Pre-Meeting Preparation:
  
  • Prepare client review packs, including valuations, regulatory documents, performance charts and reports, investment information and meeting agenda.
  • Liaise with wider administration team for analytical/technical reports as necessary
  • Liaise with product providers/log into product systems to collect up-to-date client valuations and information.
  • Check all compliance documentation is up to date prior to the meeting, preparing any documents that need to be updated or signed.
• Post-Meeting Follow-Up:
  
  • Prepare summary notes and action items.
  • Scan, file and upload any new signed documents
  • Update client records and CRM systems.
  • Draft thank-you emails and follow-ups for the adviser’s review.
  • Liaise with Paraplanners to ensure all actions are delegated, tracked, and completed on time.
• Other Duties
  
  • As part of the wider administration team, this role includes opening post, scanning, file management, answering incoming calls to the office, welcoming visitors.

Required Skills & Qualifications

• Strong customer service skills, including telephone skills
• Proven experience in administrative or client support roles (experience in financial services is highly desirable).
• Strong organisational and time management skills with attention to detail.
• Excellent written and verbal communication.
• Proficiency in Microsoft Office and CRM systems.
• Able to handle confidential client information with professionalism and discretion.
• Comfortable working independently and managing multiple tasks.

Preferred Attributes

• Knowledge of financial planning processes and terminology.
• Experience supporting advisers or professionals in regulated industries.
• A proactive mindset with a commitment to continuous improvement.

What We Offer

• A supportive, professional working environment.
• Opportunities for learning and growth within financial services
• Free parking, onsite café

Full time / Part time would be considered