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Adviser Support Administrator
4 months ago
Why join?
* Progression path available from Adviser Support Administrator to Paraplanner/Adviser
* Access to the most up to date technology and systems to promote high quality client experience
* Support with study for the R0 Financial Planning exams provided
* Opportunity to work with some of the best Advisers in the industry
* Full training can be provided
* Fridays working from home
* Social office with team get togethers
The role is to support a small team of Advisers with Adviser Support Administrator duties such as:
* Managing the Adviser diaries
* Providing high quality client servicing
* Liaising with providers and platforms
* Managing client information on the back office system
* Issuing valuations, LOAs and annual review letters
* Policy reviewing
* Assisting Paraplanners with reports and client packs
* Study for R0 exams to improve technical abilities
The ideal candidate will have:
* Prior experience working in an Adviser Support Administrator capacity within an IFA, Financial Planning practice or Financial Services firm such as a Provider or Platform
* Experience liaising with and supporting Financial Advisers
* A start with R0 exams would be advantageous
* Enthusiasm about the Financial Planning industry
* Excellent phone and email manner
If you are interested in the Adviser Support Administrator role, please apply and one of our consultants will be in touch
