Adviser Support Executive, Financial Services

Burfields House Wealth Management Ltd; Goudhurst; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Bonus scheme

Pension contribution

Private medical insurance

Birthday leave

Job summary

Burfields House Wealth Management Ltd is seeking an Adviser Support Executive to assist a director with daily workload management, client queries and scheduling. The role focuses on keeping client work compliant, progressing tasks efficiently and maintaining strong communication with colleagues and clients.

The successful candidate will be organized, proactive and able to adapt to changing priorities in a busy wealth-management environment. Some travel between offices is expected.

Qualifications

• This role benefits from prior experience in financial services.
• Confident, professional and highly organised with a proactive approach.
• Ability to manage emails, deadlines and client information efficiently.
• Strong written communication and relationship management skills.

Responsibilities

• Support the Director with day-to-day workload management, emails, reminders and follow-up actions.
• Draft responses on behalf of the Director and flag items needing input.
• Maintain client files and input client financial data into the system.
• Collate client information ahead of meetings and ensure information is ready.
• Help ensure client business is processed compliantly and timely.
• Chase pipeline business and track progress from start to finish.
• Liaise with third parties, paraplanners, colleagues and clients to achieve good outcomes.
• Support meeting preparation and assist with post-meeting follow-ups.
• Produce ad hoc reports and handle client queries to keep work moving.

Skills

Financial services experience

High organisation

Email management

Written communication

Attention to detail

IT proficiency

Tools

CRM system

Microsoft Office

Job description

Adviser Support Executive, Financial Services

Customer Services

Full time

Permanent

Burfields House Wealth Management is looking for a proactive and highly organised Adviser Support Executive to work closely with one of the Directors of the business.

This is a busy, varied and fast-paced role, supporting a Director who has a full client workload and needs someone reliable, confident and capable to help keep things moving. The role will involve managing and prioritising emails, drafting responses where appropriate, flagging anything that needs the Director’s input, helping to manage deadlines, and making sure client work is progressed efficiently and compliantly.

This would suit someone with financial services experience who enjoys being at the centre of a busy working environment, is happy to roll their sleeves up, and is not phased by changing priorities. It is a great opportunity for someone who is interested in progressing their career in Wealth Management.

The role

Working closely with the Director and wider team, your responsibilities will include:

• Supporting the Director with day-to-day workload management, including emails, client queries, reminders, deadlines and follow-up actions.
• Drafting responses on behalf of the Director where appropriate, and highlighting matters that need their input.
• Maintaining client files, checking information and inputting client financial data onto the system.
• Collating client information ahead of meetings and ensuring the right information is available at the right time.
• Helping to ensure client business is processed compliantly and in a timely way.
• Chasing pipeline business from start to finish, keeping track of progress and managing timelines.
• Liaising with third parties, paraplanners, colleagues and clients to help achieve good client outcomes.
• Supporting with the preparation for client meetings, attending where required, and helping with follow-up actions.
• Producing ad hoc reports, dealing with client queries and helping to keep work moving across the team.

About you

We are looking for someone who is confident,professionaland highly organised, with a positive, can-do approach. The role would suit someone who enjoys being busy, takes ownership of their work, and is willing to get involved in whatever is needed to support the adviser,clientsand wider team.

Ideally you will have some experience working within Financial Servicesor a good understanding of the industry.

You will need to be:

• Confident dealing with colleagues, clients and third parties.
• Discreet, professional and able to handle confidential information appropriately.
• Proactive, practical and willing to help wherever needed.
• Comfortable working in a fast-paced environment where priorities can change.
• A strong communicator, able to build rapport and manage relationships well.
• Organised, detail-focused and able to manage multiple tasks at once.
• Numerate, IT confident and able to problem-solve.
• Interested in developing your knowledge of financial services and potentially progressing your career over time.

Location

The jobholder will need their own transport and be willing to travel to different Burfields House offices, normally spending 3 days in Goudhurst, 1 day in Cranbrook and 1 day in Tenterden each week.

What’s on offer

This is a genuine opportunity to join a supportive business where you can develop your skills, take on more responsibility and build a longer-term career path.Previouspeople in similar roles have gone on to develop towards adviser positions, so this could be a great next step for someone who wants to grow within the profession.

The package includes:

• Monday to Friday working hours, 9am to 5pm.
• 25 days’ annual leave, plus bank holidays.After 3 years of service, anadditional1 year per year will be added (3-7 years)
• Office closure between Christmas and New Year.
• Bonus scheme - part of annual employee bonus scheme.
• Pension contribution.
• Private medical insurance after one year’s service.
• Birthday off after one year’s service, where it falls on a working day.