Location
Esher
Salary £30000 - £32000 TypePermanent WorkplaceOn-Site Ref87371
Recruiter Managing This Role
Role: Adviser Support Administrator
Location: Esher High Street
Salary: £30,000
Working from home on Fridays
This is an exciting opportunity for an Administrator to join a successful Financial Planning firm, based out of their state-of-the-art office in Surrey.
Due to internal promotions, the business now has space for a new addition to their Adviser Support team. The role is for someone who currently works in Financial Services OR has previous experience working within the industry.
You will be responsible for assisting several Advisers of the practice with operational and technical administrative responsibilities. They have hired four graduates over the past couple of years who are getting on exceptionally well.
Working within a knowledgeable, and close-knit team makes this a fantastic opportunity for somebody to develop their skill set. You will be working with high-profile and high-net-worth clients, helping the business offer bespoke financial advice.
Progression is available should you have ambitions to be a future team leader/manager, or ambitions to move into Paraplanning or Advising once embedded into the role.
Study and exam support towards CII qualifications is strongly supported.
Role Duties include:
1. Act as the point of contact between Financial Planners, Paraplanners and Clients
2. Prepare client meeting packs & documentation
3. Processing new business
4. Managing the CRM, Salesforce
5. Preparing illustrations and applications forms
6. Updating client records
7. Adhere to data protection & FCA regulations
Company Benefits:
8. Bespoke high-spec new office building including kitchen breakfast bar, pool table, break out pods/rooms, BBQ social area and large garden area
9. Discretionary annual bonus
10. Pension 4% matching
11. Private Healthcare
12. 4x Death in Service
13. Flexible hours
Whats needed to be considered?
14. Keen interest in Financial Services, in particular Financial Planning
15. Basic knowledge of financial products, particularly Pensions and Investments
16. Team player, eager to share knowledge previously obtained as well as learn on the job