Manage the client journey from initial contact to new business processing
Support financial advisers and investment teams with administrative tasks
Liaise with providers via telephone, email, and letter
Communicate effectively with clients by phone, email, letter, and face-to-face
Handle client queries where possible and escalate when necessary
Book appointments and perform general PA duties
Prepare meeting rooms, greet clients, and offer refreshments
Organise and prioritise workload to meet deadlines
Maintain and update the CRM system (Intelligent Office) ensuring compliance
Help create a pleasant, efficient office environment that promotes client satisfaction

Minimum 5 years' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)
Ethical, honest, and compliant with industry standards
Confident, organised self-starter with excellent time management skills
Strong attention to detail with an eye for accuracy in all tasks is essential
Excellent written and verbal communication skills, including letter writing with strong grammar and spelling
Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office
A team player who takes direction well, is open to feedback, and willing to ask questions
Ambitious and passionate about delivering outstanding client service, treating clients like family
Comfortable working in a fast-paced, high-volume environment
Willingness to mentor junior colleagues as the role develops

Apply now or contact Luke at Brook Street Cardiff for more information.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.