Wealth Advisory Assistant – Hybrid, Career Growth

Faith Recruitment Ltd; Fetcham; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Study support

Career progression

Hybrid working

Job summary

Faith Recruitment Ltd is recruiting for an Adviser Assistant in Leatherhead. This role supports Financial Advisers and the wider team, focusing on client servicing, administration, and end-to-end client journeys. Hybrid working is available, with a 9:00am–5:00pm, Monday to Friday schedule.

You will manage diaries, assist with new business submissions, client reviews and CRM updates, contributing to a professional wealth management environment with study support for qualifications.

Qualifications

• Previous experience within Financial Services Administration is essential.
• Experience supporting Financial Advisers, Wealth Managers, or Financial Planning teams would be highly advantageous.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent attention to detail and accuracy.
• Professional communication skills, both written and verbal.
• Confident building relationships with clients and third-party contacts.
• Experience using CRM systems and Microsoft Office applications.
• Ability to work independently whilst contributing positively to a team environment.
• A proactive and client-focused approach.
• Industry qualifications or a desire to work towards qualifications would be beneficial.

Responsibilities

• Provide comprehensive administrative support to Advisers and the wider team.
• Manage diaries, coordinate appointments, and arrange client meetings.
• Act as a key point of contact for clients, responding to telephone and email enquiries.
• Liaise with third-party providers and obtain information relating to client holdings and plans.
• Assist with the preparation of documentation and reports ahead of client review meetings.
• Arrange annual review meetings and manage all associated administration.
• Prepare client meeting packs and coordinate follow-up actions.
• Support the submission and processing of new business applications.
• Maintain accurate client records and update CRM systems.
• Assist with client instructions including withdrawals, amendments, fund switches, and contribution changes.
• Track cases through to completion and provide regular updates to clients.
• Support ongoing projects and business improvement initiatives.
• Assist with client communications, events, and relationship-building activities.
• Maintain the highest standards of client service and regulatory compliance.

Skills

FS Administration

Adviser support

Organisational skills

Attention to detail

CRM systems

MS Office

Independent working

Client relationships

Qualifications pathway

Tools

CRM systems

Microsoft Office

Job description

Faith Recruitment Ltd is recruiting for an Adviser Assistant in Leatherhead. This role supports Financial Advisers and the wider team, focusing on client servicing, administration, and end-to-end client journeys. Hybrid working is available, with a 9:00am–5:00pm, Monday to Friday schedule.

You will manage diaries, assist with new business submissions, client reviews and CRM updates, contributing to a professional wealth management environment with study support for qualifications.