Adviser Support Opportunity, Stockport/Hybrid, £24,000 with Development and Progression The company They are an Independent Financial Advisers based in Stockport who focus on developing long term relationships with their clients. They do this largely by maintaining a low level of staff turnover, allowing clients to liaise with the same people consistently, and by providing the best possible financial advice. Development & Progression The business have clear lines of progression and will support your development with both in role training by supporting/paying for you to pass CII DipPFS exams – Level 4 Diploma in Regulated Financial Planning. When successful you can work towards becoming a member of their Client Services Administration team and then longer term towards Paraplanning and giving Advice. Responsibilities Handling queries from clients and providers Managing your own workload through a diary system Issuing, chasing, and processing letters of authority Produce client portfolio valuations from a variety of providers Reviewing regulatory documentation and ensuring all is accurate and up to date Assisting with general administration duties when required Experience you’ll need Good working experience within a Financial Services environment Some pensions and or investments experience is desirable Next steps Click apply, we respond to every application