Adviser Support Specialist
3 weeks ago
Financial Adviser Support
Location: Wakefield
A well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.
This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and contributing to delivering outstanding service to clients.
What will you do?
- Process new client applications, ensuring compliance with regulatory requirements.
- Maintain accurate client records using CRM systems
- Liaise with providers to gather plan information
- Prepare reports and presentations for adviser meetings.
- Respond to client queries
- Assist with processing investment transactions
Preferred experience:
- 2+ years’ experience in financial services administration.
- An understanding of FCA regulations and compliance procedures.
- Excellent communication, organisation, and time management skills.
- Proactive attitude, and a commitment to professional development.
What's on Offer?
- Clear opportunities for salary progression.
- Discretionary bonuses, including production and performance-related incentives.
- Holiday allowance (25 days + bank holidays).
- Workplace pension and death-in-service benefits (4x salary).
- Supportive, inclusive, and collaborative workplace culture with development opportunities.
Working Hours:
- Monday–Thursday: 9:00–17:00
- Friday: 8:30–16:30
If you’re ready to make an impact in a thriving financial services environment and further your career, we’d love to hear from you
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