Financial Adviser Support
* Job Type: Full-time
* Location: Wakefield
* Salary: £25,000
Join our team as a Financial Adviser Support, where you will play a crucial role in supporting our Financial Advisers by ensuring the smooth and efficient management of client accounts. This position is ideal for someone with a strong background in financial services, looking to further their career in a supportive and dynamic environment.
Day-to-day of the role:
* Process new client applications, ensuring all paperwork is completed accurately and in compliance with FCA regulations.
* Maintain up-to-date client records on the CRM platform.
* Liaise with third-party providers to gather plan information and conduct critical yield calculations.
* Demonstrate a strong understanding of regulatory calculations such as carry forward allowances and Inheritance Tax (IHT) calculations.
* Communicate with clients to gather information and complete account administration tasks.
* Assist with processing client investment transactions while adhering to compliance procedures.
* Prepare reports and presentations for Financial Advisers.
* Manage client queries and resolve issues promptly and professionally.
* Maintain a strong understanding of current financial products and regulations.
* Contribute to the development and implementation of efficient administrative processes.
Required Skills & Qualifications:
* Minimum of 2 years’ experience in a similar role.
* Strong understanding of financial services regulations (FCA).
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and comfort with learning new software programs.
* Excellent organisational and time management skills, with the ability to prioritise workload effectively.
* Strong attention to detail and accuracy in all aspects of work.
* Excellent communication and interpersonal skills, both written and verbal.
* Team player with a positive and proactive attitude.
* Desire to develop within the role.
Benefits:
* Competitive salary and benefits package including a discretionary bonus scheme, pension scheme, and holiday allowance.
* Opportunities for professional development within a growing financial services company.
* Supportive and collaborative work environment.
* The chance to make a real difference by connecting clients with the financial advice they need.
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