Adviser Support

FLM; Greater London; In loco; GBP 24.000 - 32.000; 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 a length/

Bank holidays

Modern & Well Equipped Office

Talklife Workplace (EAP)

LIVI GP

Descrizione del lavoro

FLM is a fast-paced wealth management company based in the City of London, serving over three thousand high net worth clients. This role supports several Financial Advisers with administrative tasks, ensuring efficient financial planning processes between adviser and client.

You will receive full in-house training and join a collaborative team, handling correspondence, scheduling, record-keeping, and ad-hoc projects while maintaining service standards.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Telephony experience

Excellent organisation

Attention to detail

multitask and proactive

Team player

Communication skills

Microsoft Office

Strumenti

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.