Senior Financial Planning Administrator | Client Services Admin with over 5 years of experience providing high-level support to financial advisers across a range of administrative functions. Proven expertise in preparing basic Statements of Advice (SOAs), managing client communications, maintaining accurate records, and ensuring compliance with regulatory standards. Skilled in streamlining adviser workflows through effective calendar management, data entry, and documentation handling. Adept at using financial planning software and technology to improve efficiency and meet deadlines. Recognised for a proactive, detail-oriented approach and commitment to delivering quality service in fast-paced, client-focused environments.
