Advisory Support Officer

7 days ago


Preston, Lancashire, United Kingdom Hays Accounts and Finance Full time

A career opportunity exists at a reputable, Chartered Financial Planning firm based in the North West of England. This well-established organization has provided exceptional services for over 20 years.

As a key member of a dynamic team, you will assist in delivering comprehensive financial planning solutions for clients. Key responsibilities include:

  • Managing incoming calls and ensuring timely responses.
  • Supporting with reports and administrative duties as needed.
  • Liaising with financial planners to organize client meetings.
  • Maintaining accurate client records and data entry.
Essential Skills
  • A strong background in financial services is crucial for success in this role.
  • Familiarity with financial systems is necessary.
  • This opportunity offers a chance to work within a talented team delivering high-quality financial services.

The annual salary for this position is approximately £30,000, reflecting the importance of experience in the sector.

This role includes a comprehensive benefits package including:

  • Annual leave entitlement increasing with service time
  • Pension scheme membership with complimentary financial guidance
  • Sick leave provisions
  • Parental leave benefits
  • Work-life balance flexibility
  • Company-sponsored social activities


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