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Provides administrative support to Partners, Business Services, and Paraplanning teams. Responsibilities include processing new and replacement business submissions, preparing client meeting packs, managing data entry, navigating multiple systems, and coordinating multiple tasks while meeting deadlines. This is a full-time hybrid role requiring strong communication, organization, attention to detail, teamwork, and willingness to learn. No prior experience is required.

Supports financial advisers and serves as the primary contact for clients. Responsibilities include managing client enquiries and relationships, coordinating diaries and appointments, assisting with meetings, maintaining accurate records, communicating requests to advisers, and liaising with internal teams to support adviser pipelines. The role requires strong organisation, communication, multitasking, client service, and proficiency with Microsoft Office, Outlook, and CRM systems.

Prepare and quality-control client advice after adviser meetings: capture client data, produce suitability reports and illustrations, manage case progression, submit pre-sale/triage cases, maintain client records across systems, and collaborate with advisers, paraplanners and external providers to resolve queries and meet timelines.

Lead the planning and delivery of company events, managing venues, suppliers, logistics, registration, guest communications, and on-site coordination. Capture and schedule approved social media content, support pre- and post-event communications, and hand over event leads to the New Enquiries Manager. The role requires independent travel to event locations, collaboration with internal and external teams, occasional out-of-hours and weekend work, and maintaining a high-quality branded guest experience.

Provide administrative support to Partners and Business Services/Paraplanning teams: process new and replacement business submissions, prepare client meeting packs, perform data entry, and support general admin across multiple systems while meeting deadlines.

Entry-level apprenticeship supporting preparation of financial statements, tax returns, VAT, bookkeeping, Companies House filings, client onboarding/AML, client communication, and liaising with HMRC while working toward AAT/ACCA/ACA qualifications.

Produce high-quality suitability reports and technical calculations for advisers, focusing on pension transfers, withdrawals, and cashflow modelling. Work with adviser partners (no client contact), manage workload and deadlines, and ensure accuracy in technical outputs while collaborating with the support team.

Support the finance team with bookkeeping, multi-currency reporting, payroll and pensions, invoice preparation, reconciliations, year-end assistance, and stakeholder liaison while completing AAT qualifications.

Serve as primary contact for advisers and clients, delivering day-to-day support, handling enquiries, managing diaries and appointments, maintaining records, coordinating internal teams, and helping ensure efficient adviser pipelines and excellent client service.

The Financial Adviser will relocate to Hong Kong or Dubai to build a client base with support from the company. Responsibilities include generating business opportunities and maintaining client relationships.