Technical Advisor Support Specialist

2 weeks ago


Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time £27,000 - £31,000
Job Summary:

Ernest Gordon Recruitment Limited is seeking a skilled Technical Advisor Support professional to join their team. As a Technical Advisor Support Specialist, you will play a vital role in supporting advisors by processing new business applications, fund switches, and investment withdrawals. You will also be responsible for managing client data, conducting product research, and utilizing systems like Adviser Asset & FE Analytics.

About the Role:

This is an exciting opportunity for someone from an IFA background looking to advance their career into a Technical Advisor Support role. You will be part of a rapidly expanding yet tight-knit team of Chartered Financial Planners and wealth managers who provide a premium service to a range of clients. The ideal candidate will have a strong understanding of pension administration, client review analysis, and wealth management.

Key Responsibilities:

- Support advisors with new business applications, fund switches, and investment withdrawals
- Manage client data and conduct product research
- Utilize systems like Adviser Asset & FE Analytics

What We Offer:

- A competitive salary range of £27,000 - £31,000
- Comprehensive training and study support
- Hybrid working arrangements
- A range of company benefits

Requirements:

- Strong understanding of pension administration, client review analysis, and wealth management
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment

How to Apply:

By applying for this job, you acknowledge that you have read and understood the terms and conditions, privacy policy, and disclaimers, which can be found on our website.

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