Client-Focused Financial Planning Admin

Charles James Financial Planning; Dronfield; On-site; GBP 21,000 - 32,000; Full time

Job summary

Charles James Financial Planning is seeking an on-site Adviser Support in Dronfield. This full-time role supports financial advisers by preparing client documentation, organizing files, and maintaining accurate records in line with regulatory standards.

You will schedule client appointments, respond to enquiries, and help prepare reports, letters, and meeting packs. Daily duties include updating client information in internal systems, liaising with product providers, and ensuring paperwork is

Qualifications

• Strong organizational and administrative skills, including the ability to manage multiple tasks and maintain accurate records.

Responsibilities

• Prepare client documentation and organize files.

Skills

Organizational skills

Communication skills

Numeracy

Attention to detail

Teamwork

Reliability

Initiative

Willingness to learn

Client-focused

Confidential handling

Education

Business/Finance/Administration degree

Ongoing professional development

Tools

CRM tools

Microsoft Office

Spreadsheets

Email systems

Job description

Charles James Financial Planning is seeking an on-site Adviser Support in Dronfield. This full-time role supports financial advisers by preparing client documentation, organizing files, and maintaining accurate records in line with regulatory standards.

You will schedule client appointments, respond to enquiries, and help prepare reports, letters, and meeting packs. Daily duties include updating client information in internal systems, liaising with product providers, and ensuring paperwork is