Adviser Support
5 months ago
**Support Adviser - £22,000 - £24,000**
**Hyprid Working and Flexi Time**
**50% working in office and 50% working from home (after probationary period)**
**Hours between hours of 8am-6pm - 7.5 hours per day**
The successful individual will work alongside Chartered Financial Planners and support the team by handling all communications from clients in a professional manner, while also providing administrative support. You will have regular contact with clients and enjoy communicating with clients and be used to working in a confidential manner. The role will be busy and interesting and you will be based within a supportive and friendly team.
The Duties:
- Managing the review service cycle from start to finish
- Organising all documentation prior to the 6 months review meetings - checking all client files are updated accordingly
- Managing the client in house system and updating accordingly. Including plans, assets, liabilities and personal information
- Attending client meetings with the financial advisers and making notes throughout the meetings - making accurate notes on client files once meetings are concluded
- Responsible for preparing and sending all paperwork directly to clients on behalf of the adviser
- Responsible for managing the “change of adviser” process - updating systems and ensure all parties are kept informed of these changes
- Handling any problems and solving any client issues in regards to any problems the client may have of registering/logging on to their online portal
- Maintaining client records on back-office system
- Ad hoc administrative duties as required
**Experience required**:
- Experience of working within Financial Services or Wealth Management would be an advantage, but not a necessity
- Excellent communication skills and customer service experience
- Good telephone manner
- Used to working in a team
- Excellent organisational skills with the ability to prioritise and multitask
- Good attention to detail
**The Benefits**:
- Competitive salary
- Flexible working hours
- Hybrid working
- 26 days holidays + all bank holidays (3 days to be used at Christmas)
- Company Pension Scheme
- Access to Benefit Hub which includes discounts to products, tickets, etc.
- Group Life Scheme
- Flexible working hours
- Performance related bonus
**Job Types**: Full-time, Permanent
**Salary**: £22,000.00-£24,000.00 per year
**Benefits**:
- Bereavement leave
- Casual dress
- Company events
- Company pension
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Flexitime
- Free parking
- Health & wellbeing programme
- Language training provided
- Life insurance
- On-site parking
- Sick pay
- Work from home
Flexible Language Requirement:
- English not required
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Yearly bonus
**Education**:
- GCSE or equivalent (preferred)
**Experience**:
- customer service: 1 year (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: Hybrid remote in Stockport
-
Financial Adviser Support
4 months ago
Stockport, United Kingdom NJR Recruitment Full time**Client Support Administrator - IFA Firm** **Up to 28,000** **Stockport** Our Client has one of the largest and most respected teams of independent financial advisers in the North West and Nationwide. With a large office based on the outskirts of Manchester, our Client today has a team of over fifty wealth specialists, including twenty highly qualified...
-
Customer Support Adviser
5 months ago
Stockport, United Kingdom I M A The Thriving Career Portal Ltd Full time**Customer Support Adviser - £22,000 - £24,000** **Permanent! Flexi Hrs between 8am and 6pm - 7.5 hours per day** **50/50 Hybrid after probationary period** **Hours between hours of 8am-6pm - 7.5 hours per day** An excellent opportunity to join a well-established and highly regarded **Financial Services/ Wealth Management** company who work with a...
-
Fragrance Adviser
5 months ago
Stockport, United Kingdom Superdrug Full time**Location: NEW STORE OPENING IN STOCKPORT!!!** **Hours**: Weekdays, evenings and weekends - 25 hours a week with opportunity to work more hours. **Salary**:£8.95 - £12.00 Per Hour **Why Superdrug?** Passionate about perfume and fragrance? Love delivering exceptional customer service? As a Superdrug Fragrance Adviser, you’ll deliver great advice on...
-
Tax Adviser
3 weeks ago
Stockport, Stockport, United Kingdom Hays Taxation Full timeYour New Role at Hays TaxationWe are seeking a highly skilled Tax Adviser to join our specialist tax team in South Manchester. As a key member of our team, you will be responsible for providing expert tax advisory services to private clients, including HNWIs, Directors, and OMBs.Key Responsibilities:Manage a portfolio of private client tax clients, providing...
-
Tax Adviser
3 weeks ago
Stockport, Stockport, United Kingdom Hays Taxation Full timeYour New Role at Hays TaxationWe are seeking a highly skilled Tax Adviser to join our specialist tax team in South Manchester. As a key member of our team, you will be responsible for providing expert tax advisory services to private clients, including HNWIs, Directors, and OMBs.Key Responsibilities:Manage a portfolio of private client tax clients, providing...
-
Trainee Protection Adviser
5 months ago
Stockport, United Kingdom Vitality Full time**About The Role**: **Hybrid Role** If you have the motivation, desire to study and love helping customers, then we have the programme for you! We offer clear career pathways divided into three stages. You will have access to senior management mentors to support your new journey and because we are so convinced in our people - we will fully fund your...
-
Trainee Protection Adviser
5 months ago
Stockport, United Kingdom Vitality Full time**About The Role**: **Hybrid Role** If you have the motivation, desire to study and love helping customers, then we have the programme for you! We offer clear career pathways divided into three stages. You will have access to senior management mentors to support your new journey and because we are so convinced in our people - we will fully fund your...
-
Trainee Protection Adviser
4 months ago
Stockport, United Kingdom Vitality Full time**About The Role**: **About the role** **Hybrid Role** If you have the motivation, desire to study and love helping customers, then we have the programme for you! We offer clear career pathways divided into three stages. You will have access to senior management mentors to support your new journey and because we are so convinced in our people - we will...
-
Protection Adviser
5 months ago
Stockport, United Kingdom Vitality Full timeHybrid role - 2 days a week in the office Protection Adviser Overall Job Purpose: Protection Adviser Accountabilities: Providing exceptional service and advice over the telephone to our customers Time management is key as we are fast paced, and we have lots of customer needs to meet Proactivity in maintaining your knowledge being a driver in your...
-
Protection Adviser
5 months ago
Stockport, United Kingdom Vitality Full time**About The Role**: **Hybrid role -** 2 days a week in the office **Protection Adviser Overall Job Purpose**: It’s important to relate to your customer, understand their needs. If you care about your customer and can provide an exceptional service in catering to their product requirements this maybe the role for you. This role is about the quality of the...
-
Human Resources Specialist
1 week ago
Stockport, Stockport, United Kingdom Creative Support Full timeJob OverviewWe are seeking a highly skilled and experienced Human Resources Officer to join our dynamic team at Creative Support. The successful candidate will be responsible for delivering efficient human resource services and providing exceptional customer care to our employees nationally.The ideal candidate will have a warm and professional approach, with...
-
Employment Advisers
4 months ago
Stockport, United Kingdom Greater Manchester Mental Health NHS Foundation Trust Full timeThe post holder will be part of the Greater Manchester Talking Therapies (previously IAPT) service which supports people with common mental health problems by providing psychological therapies. This role will involve providing employment support to service users to help them move closer to, gain, return, or stay in work. There are full-time and a limited...
-
HR Business Partner
2 weeks ago
Stockport, Stockport, United Kingdom Creative Support Full timeHR Officer/Senior OfficerAn exciting opportunity has become available to contribute to the success of our dynamic and fast-paced HR team at Creative Support. We are seeking a professional and articulate individual to deliver an efficient HR service and provide exceptional customer care to our employees nationally.Key Responsibilities:Ensure rigorous...
-
Human Resources Officer
1 week ago
Stockport, United Kingdom Creative Support Full timeJob DescriptionAn exciting new opportunity has become available to join our dynamic, fast-paced, hardworking HR team to deliver efficient human resource services for a Stockport town centre based charity.We are looking for a warm, professional, confident and articulate individual to deliver an efficient HR service and the highest standards of internal and...
-
Human Resources Officer
3 days ago
Stockport, United Kingdom Creative Support Full timeAn exciting new opportunity has become available to join our dynamic, fast-paced, hardworking HR team to deliver efficient human resource services for a Stockport town centre based charity.We are looking for a warm, professional, confident and articulate individual to deliver an efficient HR service and the highest standards of internal and external customer...
-
Human Resources Officer
2 weeks ago
Stockport, United Kingdom Creative Support Full timeAn exciting new opportunity has become available to join our dynamic, fast-paced, hardworking HR team to deliver efficient human resource services for a Stockport town centre based charity.We are looking for a warm, professional, confident and articulate individual to deliver an efficient HR service and the highest standards of internal and external customer...
-
Human Resources Officer
2 weeks ago
Stockport, United Kingdom Creative Support Full timeAn exciting new opportunity has become available to join our dynamic, fast-paced, hardworking HR team to deliver efficient human resource services for a Stockport town centre based charity.We are looking for a warm, professional, confident and articulate individual to deliver an efficient HR service and the highest standards of internal and external customer...
-
Human Resources Officer
1 week ago
Stockport, United Kingdom Creative Support Full timeAn exciting new opportunity has become available to join our dynamic, fast-paced, hardworking HR team to deliver efficient human resource services for a Stockport town centre based charity.We are looking for a warm, professional, confident and articulate individual to deliver an efficient HR service and the highest standards of internal and external customer...
-
HR Generalist
3 days ago
Stockport, United Kingdom Creative Support Full timeJob SummaryWe are seeking an experienced Human Resources Officer to join our team at Creative Support. The successful candidate will be responsible for delivering efficient human resource services and providing exceptional customer care to employees nationally.Key ResponsibilitiesDeliver efficient HR services and ensure rigorous personnel procedures are...
-
Human Resources Officer
7 days ago
Stockport, Stockport, United Kingdom Creative Support Full timeJob Summary: We are seeking a highly skilled and experienced Human Resources Officer to join our dynamic team at Creative Support. As a key member of our HR team, you will be responsible for delivering efficient human resource services and ensuring the highest standards of internal and external customer care to our employees nationally.Key...