Advisor Support

Overview

A fantastic opportunity has arisen for a Advisor Support professional to join a growing financial planning team. The role will involve providing day-to-day administrative and client service support to financial advisers and paraplanners, ensuring a smooth client journey and the efficient processing of business.

Key Responsibilities

• Provide daily administrative support to two financial advisers and their paraplanners.
• Maintain and update the client database, processing new business efficiently.
• Implement financial advice and ensure compliance with FCA regulations.
• Assist in developing financial planning propositions, including new processes and systems.
• Liaise with product providers and clients to ensure effective communication and service delivery.
• Draft basic reports and handle general office duties (e.g., answering calls).
• Adhere to and maintain knowledge of all applicable legislation, including the FCA Handbook.
• Participate in team and company-wide projects, taking on additional tasks when required.

Desired Skills & Experience

• Minimum 1 year of experience in financial services administration.
• Strong understanding of FCA regulations and compliance requirements.
• Excellent communication and organisational skills.
• Ability to work independently and collaboratively within a team.
• Strong attention to detail, able to work well under pressure and meet deadlines.