The Role

The role involves providing administrative support to the office and a team of advisers.

Key Responsibilities

The Ideal Person



  • Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers.
  • Dealing with clients both on the telephone and face to face.
  • Dealing with complex cases, creating reports to accurately articulate the advice provided.
  • Researching, creating compelling, accurate and professional reports for client.


  • Good team player, adapatable, organised and excellent eye for detail.
  • Previous administration experience and ideally experience of report writing, experience of working in a professional office.
  • Previous IFA or financial services experience (specifically wealth management or insurance).


  • Good command of English, both written and spoken and Maths.
  • Good knowledge of Microsoft packages specifically Word and Excel.

Apply direct to our recruitment team

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