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Permanent

Advisor Support

Portishead
money-bag 30000.00-30000.00 Annual
3070860608
Posted 1 week ago

If you are looking for an Advisor Support job that gives you the chance to build solid technical knowledge and work towards a future paraplanner position, this role offers the ideal blend of administration, client support and development. You will be part of a busy support team ensuring advice cases progress smoothly from start to finish. Your day will include preparing documentation for adviser meetings, managing workflows, processing new business, speaking with providers and handling client queries. Strong attention to detail and confidence using financial planning systems will help you contribute to an efficient and high quality service. You will benefit from structured development, funded exams and a collaborative team environment, with the opportunity over time to step into a trainee paraplanner route once you and the business are ready. Advisor Support Requirements Essential - Recent experience in a financial planning or wealth management administration role Essential - Strong understanding of investments and pensions processes and provider platforms Essential - Confident using CRM and back office systems plus Microsoft Office Desirable - Working towards or interested in R0 or Diploma in Regulated Financial Planning Desirable - Previous experience supporting Financial Advisers or Paraplanners The Company A growing financial planning business that continues to invest in its support teams through training, technology and clear development pathways. The company has a ..... full job details .....

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