Adviser Support

Heat Recruitment; London; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A leading independent financial planning firm in London seeks a detail-oriented Adviser Support professional to join their collaborative team. This role involves supporting two Financial Advisers, offering a strong pathway for career growth in a business committed to integrity and excellence. The firm prioritizes social responsibility and offers flexible working arrangements, excellent benefits, and full exam support after probation.

Benefits

Private Medical Insurance

Discretionary annual bonus

Up to 30 days of annual leave

Flexible working hours

Company events

Qualifications

• Minimum 1 year of experience in financial planning or wealth management administration.
• Strong understanding of FCA compliance and regulatory requirements.

Responsibilities

• Supporting two established Financial Advisers and their Paraplanners.
• Handling financial services administration duties.

Skills

Excellent communication

Organisational skills

Job description

Location

London

Salary £30000 - £38000 TypePermanent WorkplaceHybrid Ref88373

Recruiter Managing This Role

Adviser Support
City of London (2 days a week, post 3-month probationary period)
Salary: Flexible, Excellent Benefits + Exam Support

Were working exclusively with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.

Due to continued growth, they are looking for a driven and detail-oriented Adviser Support professional to join their collaborative team. Supporting two established Financial Advisers and their Paraplanners, this is a great opportunity for someone with financial services administration experience who is looking to grow their career.

Why Join This Business

Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market

Certified B Corp, demonstrating genuine social and environmental accountability

Full exam support after successful probation

Supportive career pathway to Paraplanner

Benefits include:

Private Medical Insurance

Discretionary annual bonus

Hybrid working after probation (2 days per week in the office)

Up to 30 days of annual leave

Flexible working hours

Company events

About You

Minimum 1 year of experience in financial planning or wealth management administration

Strong understanding of FCA compliance and regulatory requirements

Excellent communication and organisational skills

Apply now for a confidential discussion.