Role: To provide complete support to 2 Financial Advisers, in servicing clients and meeting regulatory/compliance standards and maintaining the high standards of operation within the practice.Key outputs and responsibilities:Accurate meeting prepPrepare relevant forms and documentation including updated plan valuations and fact-find whether Follow Up/Presentation/Annual Review/Drawdown Review Accurate and timely and secure client servicingDeal with incoming telephone call/email to clients'' satisfaction following through to completion.Use the internal systems to find client and supporting information to answer client queries.Contact central Admin Centre to resolve and help answer client queries.Prepare portfolio valuations as requested.Produce Quotes (protection/annuity) when requested.Process Withdrawal / Fund Switches as requested. Accurate business processing and maintaining database integrityPrepare files including Wealth Planning Proposal; compliance documentation; research; illustrations; supporting documentation and client ID prior to sale.Update client fact-find information to internal software for all transactions including Drawdown Reviews.Draft recommendation/suitability letters for new business using templated software.Process applications accurately and update the internal registers and systems.Ensure that compliance files are complete post-sale with all required fact-find documentation added to internal software.Keep client informed of progress/delay.All client