Financial Adviser Support

Red Source Ltd; Greater London; On-site; GBP 35,000 - 40,000; Full time

Job summary

An award-winning Financial Advisory firm is looking for a Financial Adviser Support to enhance client relationships and assist financial advisers. The role involves creating reports, maintaining contact with clients, and managing various administrative tasks in a supportive environment. Candidates with financial planning experience are encouraged to apply.

Benefits

28 days holiday (including bank holidays)

Parking

Training in the financial services sector

Company events

Company pension

Sick pay

Qualifications

• Previous experience within financial planning is essential.
• Experience with pensions would be an advantage.
• Willingness to learn and take financial exams.

Responsibilities

• Create Annual Review Reports accurately.
• Perform fund switches on client portfolios.
• Maintain regular contact with clients via phone calls, emails, and letters.

Skills

Attention to detail

Organizational skills

Multitasking

Proactivity

Job description

About the Client

Our client is an award winning Financial Advisory firm, and they are looking for an Adviser to support their Financial Advisers.

Previous experience within financial planning is essential. Experience with pensions would be an advantage.

My client is looking for someone willing to learn and take some financial exams (paid for by the company).

Salary: GBP35,000 - GBP40,000 DOE

Hours: Monday to Friday 8.00am 5.00pm (normally finish at 4.00pm Friday)

Location: Office Based, Milton Keynes in beautiful riverside offices, working with a dynamic, professional and friendly team

Benefits

• 28 days holiday (inc. bank holidays) PLUS additional holidays to cover Christmas and New Year closure
• Parking
• Training in the financial services sector
• Company events
• Company pension
• Free parking (on-site or nearby)
• Referral programme
• Sick pay

About the Role

As a Financial Adviser Support you will take responsibility for the ongoing relationships for a portfolio of clients and supporting the financial adviser by performing tasks such as:

• Creating Annual Review Reports accurately
• Creating Valuations
• Performing fund switches on client portfolios
• Maintaining regular contact with clients via phone calls, email and letters
• Expected to attend networking event every one to two weeks
• Sitting on the Financial Adviser client meetings with clients as well as actioning any outcomes, updating client fact-find and client notes.
• Dealing with client queries (via liaison with the financial adviser) in the expected time frame
• Build a strong relationship with clients
• Assist with general office duties required within a small specialist company

About You

• Work within defined business process and take on responsibility
• Ability to achieve agreed outcomes independently
• Ability to plan own workload
• Detailed and accurate
• Organised
• Ability to multitask and prioritise effectively
• Maintaining confidentiality
• Proactive
• Work effectively with the team