Adviser Support

Role: Adviser Support Administrator
Location: Moving to Esher High Street (from Hampton Wick)
Salary: flexible DOE
Please note this is a full time office-based position.

This is an exciting opportunity for an Administrator to join a successful Financial Planning firm, based out of their state-of-the-art office in Surrey.
Due to internal promotions, the business now has space for a new addition to its Adviser Support team. The role is for someone who currently works in Financial Services OR has previous experience working within the industry.
You will be responsible for assisting several Advisers of the practice with operational and technical administrative responsibilities. They have hired four graduates over the past couple of years who are getting on exceptionally well.

Working within a knowledgeable, and close-knit team makes this a fantastic opportunity for somebody to develop their skill set. You will be working with high-profile and high-net-worth clients, helping the business offer bespoke financial advice.
Progression is available should you have ambitions to be a future team leader/manager, or ambitions to move into Paraplanning or Advising once embedded into the role.
Study and exam support towards CII qualifications is strongly supported.
Role Duties include:

• Act as the point of contact between Financial Planners, Paraplanners and Clients
• Prepare client meeting packs & documentation
• Processing new business
• Managing the CRM, Salesforce
• Preparing illustrations and application forms
• Updating client records
• Adhere to data protection & FCA regulations

Company Benefits:

• Bespoke high-spec new office building including kitchen breakfast bar, pool table, break out pods/rooms, BBQ social area and large garden area
• Discretionary annual bonus
• Pension - 4% matching
• Private Healthcare
• 4x Death in Service
• Flexible hours

What’s needed to be considered?

• Previous experience working within Financial Services. This could be for an IFA, Provider, Platform or other.
• Keen interest in Financial Services, in particular Financial Planning
• Basic knowledge of financial products, particularly Pensions and Investments
• Team player, eager to share knowledge previously obtained as well as learn on the job

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.