Adviser Support

2 weeks ago

Stockport, United Kingdom McGregor Recruitment Full time

**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

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