Adviser Support Professional
12 hours ago
Earn a competitive salary of £35,000 - £40,000 per annum as a Financial Adviser Support Specialist at Ellis James Partners in Wakefield.
Job Description:We are seeking an experienced administrator to join our dynamic team, providing exceptional support to Financial Advisers and contributing to delivering outstanding service to clients.
The ideal candidate will have a solid understanding of FCA regulations and compliance procedures, excellent communication and organisational skills, and a proactive attitude towards professional development.
This role presents a unique opportunity to grow your career in financial services administration, working collaboratively with our team to deliver high-quality services.
Responsibilities:- Process Client Applications: Efficiently process new client applications, ensuring compliance with regulatory requirements.
- Maintain Accurate Client Records: Utilise CRM systems to maintain up-to-date and accurate client records.
- Liaise with Providers: Gather plan information from providers to support the delivery of high-quality services.
- Prepare Reports and Presentations: Create comprehensive reports and presentations for adviser meetings.
- Respond to Customer Queries: Respond promptly and professionally to client queries, maintaining customer satisfaction.
- Assist with Investment Transactions: Assist with processing investment transactions to ensure seamless service delivery.
- Clear Opportunities for Salary Progression: Enjoy a competitive salary of £35,000 - £40,000 per annum, with opportunities for growth.
- Discretionary Bonuses: Receive production and performance-related incentives, enhancing your earnings potential.
- Holiday Allowance: Enjoy 25 days + bank holidays, promoting a healthy work-life balance.
- Pension and Death-in-Service Benefits: Benefit from workplace pension and death-in-service benefits (4x salary).
- Supportive Workplace Culture: Join a supportive, inclusive, and collaborative workplace culture with opportunities for development.
- Monday–Thursday: 9:00–17:00
- Friday: 8:30–16:30
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