Financial Adviser Administrator

Brook Street; Wells-Next-the-Sea; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Bonus scheme

Pension scheme

Private medical insurance

Cycle to Work

Birthday off

Volunteering day

Supportive team

Job summary

Brook Street is recruiting a Financial Adviser Administrator to join a well-established financial planning practice in Wells-Next-the-Sea. You will support advisers by maintaining accurate client records, preparing illustrations and information packs, processing cases, and liaising with clients and third‑party professionals.

This role offers a Monday to Friday 9am–5pm schedule, generous annual leave, pension, private medical insurance after qualifying service, a cycle to work scheme, and a

Qualifications

• Highly organised with excellent attention to detail.
• Professional, personable and confident communicating with clients.
• IT proficient, including Word, Excel and Outlook.
• Able to prioritise workloads and manage multiple tasks effectively.
• Proactive, adaptable and able to use own initiative.
• Discreet and trustworthy when handling sensitive information.
• Experience within Financial Services is advantageous.

Responsibilities

• Maintaining accurate client records and documentation.
• Preparing illustrations, calculations and client information packs.
• Processing business efficiently and compliantly.
• Managing cases through the pipeline from start to finish.
• Liaising with clients, providers and third-party professionals.
• Supporting Advisers with diary management, administrative tasks and client communications.
• Preparing for and attending client meetings where required.
• Producing reports and responding to client enquiries.
• Drafting professional correspondence and emails.
• Ensuring all documentation is stored securely and accurately.

Skills

High organization

Client communication

IT proficiency

Prioritising workloads

Proactive

Discretion with information

Financial Services experience (adv)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Financial Adviser Administrator

Are you an organised and proactive administrator with a passion for delivering outstanding client service? If you enjoy working in a professional, client-focused environment and thrive on managing multiple priorities, we would love to hear from you.

This is an exciting opportunity to join a well-established financial planning business, supporting Financial Advisers in providing exceptional service to a valued client base. Whether you already have experience within Financial Services or are looking to build a career within the industry, this could be the perfect next step.

The Role

Working closely with a team of experienced Advisers, you will play a key role in ensuring clients receive a seamless and professional experience. Your responsibilities will include:

• Maintaining accurate client records and documentation
• Preparing illustrations, calculations and client information packs
• Processing business efficiently and compliantly
• Managing cases through the pipeline from start to finish
• Liaising with clients, providers and third-party professionals
• Supporting Advisers with diary management, administrative tasks and client communications
• Preparing for and attending client meetings where required
• Producing reports and responding to client enquiries
• Drafting professional correspondence and emails
• Ensuring all documentation is stored securely and accurately

What We're Looking For

We're looking for someone who is:

• Highly organised with excellent attention to detail
• Professional, personable and confident communicating with clients
• IT proficient, including Microsoft Word, Excel and Outlook
• Able to prioritise workloads and manage multiple tasks effectively
• Proactive, adaptable and happy to use their own initiative
• Discreet and trustworthy when handling sensitive information
• Experienced within Financial Services (advantageous but not essential)

What's On Offer?

• Monday to Friday, 9am - 5pm
• 25 days annual leave plus bank holidays
• Additional annual leave entitlement linked to length of service
• Annual bonus scheme
• Pension scheme
• Private medical insurance (following qualifying service)
• Cycle to Work scheme
• Your birthday off as an additional gift day
• Paid volunteering day
• Supportive and welcoming team environment
• Opportunities to develop within a growing and respected business

Please Note

Due to the nature of the role, you'll be working across several office locations during training and thereafter on a set weekly office rotation. As the offices are situated in rural locations, a full driving licence and access to your own vehicle are essential.