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My client, a well-established and highly regarded financial advisory firm, is seeking an Administrator for a 6-month maternity cover contract starting mid-January 2026. The role includes supporting a Financial Advisor with administrative tasks to ensure smooth operations and exceptional client service.
Job Responsibility:
Managing Advisers' diary
Arranging review meetings with prospect & current clients
Producing annual client reports for meetings
Running Adviser's back-office system
Being the main point of contact for clients, both face to face and virtually on behalf of Adviser
Sending Letters of Authorities for clients to the relevant providers and collating required information on plans and policies
Ensuring smooth running of the office on behalf of the Adviser including stationery checks, managing incoming and outgoing post
Requirements:
Must drive and have access to a vehicle due to the location of the business