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Business Support

Business Support Recruitment is our core focus and the foundation of every successful organization. Whether you are seeking a challenging PA, EA role or an administrative position, our team of dedicated consultants are on hand to give you expert advice and assistance.

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Business Support

Role Overview

This role provides technical administrative support to a financial team, assisting with delivering financial planning services to clients. The successful candidate will work closely with the Senior Administrator and has the potential to develop into a paraplanning role with access to training opportunities.


Main Responsibilities

  • Provide high-level client service and build long-term relationships.
  • Attend meetings, take notes, and follow up on actions.
  • Process new business submissions and gather information for reviews.
  • Prepare client documents, including applications and portfolio adjustments.
  • Ensure client information is accurate and compliant with regulations.
  • Maintain well-organized client files and handle follow-up tasks.
  • Adhere to Anti-Money Laundering and GDPR procedures.
  • Prepare agendas and assist with management information.
  • Address client queries professionally and promptly.


Requirements

  • Experience in a financial services administration role, preferably with high-net-worth clients.
  • Proficiency with financial platforms and Microsoft Office, particularly Excel.
  • Familiarity with FCA rules and compliance procedures.
  • Relevant industry qualifications
  • Strong organizational and client relationship-building skills.
  • Proactive, resilient, and able to manage changing priorities.
  • Attention to detail and a commitment to high-quality service.

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