Wealth Management: Adviser Support Executive

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

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.