$44,214 - $56,847 yearly
CV Library
Kingston
Lloyd Recruitment Services are delighted to be recruiting for a well established and highly reputed Independent Financial Adviser that seeks an experienced Senior Administrator to join their small but friendly team.
Supporting an adviser, the main duties will include:
Provide comprehensive administrative support to financial planners and advisers
Build relationships with a variety of stakeholders
Maintain CRM systems, updating information regularly and adhering to all policies
Preparation of ad-hoc client meeting packs and valuations
Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements
Onboard new clients, following the firm's onboarding and account maintenance processes
Prepare and process client applications, transactions, and paperwork accurately
Coordinate and schedule client appointments, meetings, and annual reviews
Prepare client annual review packs in accordance with the firm's processes and procedures
Liaise with...