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Manage day-to-day client relationships and support adviser development under senior mentors. Prepare and follow up client meetings, write and review financial and suitability reports, build cashflow models, liaise with paraplanning and admin, attend networking events, and use AI tools (e.g., Saturn), Xplan and Excel to support analysis and workflow.

Support client relationships and adviser development by preparing and reviewing financial plans, writing reports, producing cashflow models, using CRM and AI tools, liaising with paraplanning/admin teams, attending client meetings and networking, and progressing on a structured pathway to become a Financial Planner.

Provide administrative support to Financial Planners by managing client administration, CRM (Xplan), meeting packs, client reviews, and ensuring timely completion of post-meeting actions and audit-ready files.

Provide administrative support to Financial Planners: maintain Xplan CRM and client files, prepare meeting packs and suitability reports, schedule reviews, manage SLAs, and ensure accurate, audit-ready client records while delivering excellent client service.

Manage and review client portfolios, deliver tailored investment advice, build and maintain introducer and client relationships, support business development, ensure FCA compliance, monitor risk and portfolio performance, and assist the Head of Office with team and operational initiatives.

Support a Financial Planner by managing client relationships, preparing and following up on meetings, writing and reviewing suitability and cashflow reports, providing technical input on pensions, tax and cashflow modelling, liaising with paraplanning and admin teams, and using AI-driven tools to develop toward an adviser role over one to two years.