Senior Financial Support Advisor

Cwmbran, South Wales

Permanent

Salary: £40k

Overview

We are looking to recruit a Senior Financial Support Adviser to join our clients expanding multi‑business group which covers Financial Services and Estate Planning. The Senior Adviser is a vital role for our client's team, supporting their financial advisers to deliver consistently high‑quality advice and exceptional client service.

Responsibilities

• Assisting with all aspects of the financial planning process
• Producing high‑quality suitability reports and supporting documentation
• Researching and analysing products, investments, and planning strategiesSupporting advisers before, during, and after client meetings
• Dealing with clients by phone and, where appropriate, face‑to‑face
• Maintaining accurate client records across our back‑office.
• Preparing and maintaining client files in line...