Provide dedicated support to a Chartered Financial Planning Director across approximately 80 high-net-worth client relationships. Manage client cases from instruction through completion, coordinate internal teams and external providers, prepare documentation, process instructions, maintain compliant records, and support financial planning reviews. Build trusted client relationships, manage priorities, ensure accurate service delivery, and identify process improvements. Knowledge of UK wealth products, pensions, investments, ISAs, trusts, and financial planning regulations is required.

Supports Financial Planners and clients by maintaining accurate CRM data and audit-ready files, coordinating annual reviews, preparing meeting materials, monitoring suitability reports, and completing post-meeting actions within agreed SLAs. The role requires strong knowledge of pensions, investments, and protection products, excellent organisation, attention to detail, communication skills, and confidence using cloud-based systems and AI tools.

Reviews client and case files for compliance with internal standards, FCA requirements, and firm policies. Conducts suitability assessments across pensions, investments, protection, and high-risk products; identifies documentation gaps and process deviations; records findings; prepares reports; provides constructive feedback to Financial Planners; supports training needs and process improvement projects.