Adviser Support

Financial Lifestyle Management; City Of London; In loco; GBP 26.000 - 36.000; Tempo pieno

Vantaggi offerti da questo lavoro

Internal Training Programme

Two Salary Reviews Per Annum*

PMI after the qualifying period

Annual leave rollover scheme

Family-friendly Benefits

Company Social Events

Company Issue Laptop

Home office Budget

Wagestream

22 days of annual leave with service +

Bank holidays

Modern & Well Equipped Office

Talklife Workplace (EAP)

LIVI GP

Descrizione del lavoro

Financial Lifestyle Management, based in the City of London, is seeking a highly organised administrator to support multiple Financial Advisers. The role involves handling correspondence, coordinating with stakeholders, and managing client and adviser queries to ensure smooth financial planning processes.

You will work within established processes, develop strong MS Office skills, and contribute to a collaborative team.

Competenze

• Experience in a professional environment with telephony-based work.
• Financial services exposure is helpful but not required.
• Ability to follow defined business processes and achieve outcomes without supervision.
• Excellent organisation and communication skills.
• Strong attention to detail and precision.
• Ability to multitask and be proactive.
• Team player with a can-do attitude.
• Proficient in Microsoft Office, especially Excel and Word.

Mansioni

• Receiving and sending correspondence with internal and external stakeholders.
• Calling stakeholders daily to set expectations and meet deadlines.
• Processing tasks including suitability letters, submissions, admin tasks, and client/adviser queries.
• Maintaining accurate records for clients, advisers and the team.
• Supporting the team to maintain Service Level Agreements.

Conoscenze

Telephony experience

Organisation

Communication

Attention to detail

Multitasking

Team player

MS Office (Excel & Word)

Descrizione del lavoro

We are a fast-paced wealth management company based in the City of London, looking after more than three thousand high net worth clients. Our company was founded out of our clients' desires to pursue their career, taking time for themselves and their families, without having to worry about financial arrangements. We pride ourselves on prioritising our clients' needs and this has been the basis of our success.

The Opportunity

This is a brilliant opportunity for a highly organised and efficient individual to assist several Financial Advisers of a fast - growing wealth management company. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond. You will receive full in-house training and the opportunity to work within a team, assisting Advisers with a range of administrative tasks. Your role will play a vital part in ensuring the financial planning processes between the adviser and client remain efficient and seamless.

The Role

• Receiving/sending correspondence from/to multiple internal and external stakeholders
• Calling internal and external stakeholders on a daily basis to set expectations and ensure deadlines are met
• Processing a range of work including, but not limited to, suitability letters, business submissions, administrative tasks, and client/Adviser queries
• Maintain accurate and up-to-date records on behalf of clients, Advisers and the team
• Support workloads within the team to ensure Service Level Agreements are maintained
• Communicate with team members to ensure all cases are processed timely and effectively in line with agreed service standards
• Supporting the team with ad-hoc projects and administrative tasks

Required Skills

• Proven work experience within a professional environment, including telephony-based work.
• Financial Services experience is useful but not essential.
• Ability to work within defined business processes, achieving agreed outcomes without supervision.
• Excellent organisation and communication skills.
• Attention to detail with absolute precision.
• The ability to multitask and think proactively.
• A team player with an assertive "can do" approach.
• Experience working with Microsoft Office, particularly Excel and Word

Salary & Additional Benefits

• Internal Training Programme
• Two Salary Reviews Per Annum*
• PMI after the qualifying period
• Annual leave rollover scheme
• Family-friendly Benefits
• Company Social Events
• Company Issue Laptop
• Home office Budget
• Wagestream
• 22 days of annual leave with a length of service increment up to an additional 5 days.
• Bank holidays
• Modern & Well Equipped Office
• Talklife Workplace (EAP)
• LIVI GP

Because of the changing nature of our business, your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.

By applying for this role, you confirm that you have the right to work in the UK.

Please notify a member of the team if you require reasonable adjustments made if you choose to apply, by emailing [e-mail]

Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.