Adviser Support Professional

12 hours ago


Wakefield, Wakefield, United Kingdom Ellis James Partners Full time

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:
  1. Process Client Applications: Efficiently process new client applications, ensuring compliance with regulatory requirements.
  2. Maintain Accurate Client Records: Utilise CRM systems to maintain up-to-date and accurate client records.
  3. Liaise with Providers: Gather plan information from providers to support the delivery of high-quality services.
  4. Prepare Reports and Presentations: Create comprehensive reports and presentations for adviser meetings.
  5. Respond to Customer Queries: Respond promptly and professionally to client queries, maintaining customer satisfaction.
  6. Assist with Investment Transactions: Assist with processing investment transactions to ensure seamless service delivery.
Benefits:
  • 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.
Work Environment:
  • Monday–Thursday: 9:00–17:00
  • Friday: 8:30–16:30


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