Financial Adviser Support

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.

• 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.

• 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.

• 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.