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- Tasks: Support Financial Advisers and Paraplanners in a dynamic team environment.
- Company: Join a respected B Corp financial planning firm committed to integrity and social responsibility.
- Benefits: Enjoy flexible working, private medical insurance, and up to 30 days annual leave.
- Why this job: Grow your career with full exam support and a pathway to Paraplanner roles.
- Qualifications: 1 year of experience in financial planning or wealth management is required.
- Other info: Hybrid working after probation; 2 days in the office.
The predicted salary is between 28800 - 48000 £ per year.
City of London (2 days a week, post 3-month probationary period)
Salary: Flexible, Excellent Benefits + Exam Support
We’re working exclusively with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.
Due to continued growth, they are looking for a driven and detail-oriented Adviser Support professional to join their collaborative team. Supporting two established Financial Advisers and their Paraplanners, this is a great opportunity for someone with financial services administration experience who is looking to grow their career.
Why Join This Business
- Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market
- Certified B Corp, demonstrating genuine social and environmental accountability
- Full exam support after successful probation
- Supportive career pathway to Paraplanner
Benefits include:
- Private Medical Insurance
- Discretionary annual bonus
- Hybrid working after probation (2 days per week in the office)
- Up to 30 days of annual leave
- Flexible working hours
- Company events
About You
- Minimum 1 year of experience in financial planning or wealth management administration
- Strong understanding of FCA compliance and regulatory requirements
- Excellent communication and organisational skills
Apply now for a confidential discussion.
Adviser Support employer: Heat Recruitment Ltd
Contact Detail:
Heat Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Support
✨Tip Number 1
Familiarise yourself with the B Corp certification process and values. Understanding what it means to be a B Corp will help you align your personal values with the company's mission, making you a more compelling candidate.
✨Tip Number 2
Network within the financial services industry, especially with professionals who have experience in financial planning or wealth management. Attend relevant events or join online forums to connect with potential colleagues and gain insights into the role.
✨Tip Number 3
Brush up on your knowledge of FCA compliance and regulatory requirements. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to professionalism during any discussions.
✨Tip Number 4
Prepare to discuss your previous experience in financial services administration in detail. Think of specific examples where you've demonstrated strong organisational skills and effective communication, as these are key attributes for the Adviser Support role.
We think you need these skills to ace Adviser Support
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Adviser Support position. Tailor your application to highlight how your experience aligns with their needs.
Highlight Relevant Experience: Make sure to emphasise your financial services administration experience in your CV and cover letter. Provide specific examples of your previous roles that demonstrate your understanding of FCA compliance and regulatory requirements.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for the role and the company’s values. Mention your commitment to social and environmental responsibility, reflecting the company's B Corp certification.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Adviser Support role.
How to prepare for a job interview at Heat Recruitment Ltd
✨Show Your Understanding of Financial Services
Make sure to brush up on your knowledge of financial planning and wealth management. Be prepared to discuss your previous experience in the industry, particularly any roles that involved FCA compliance and regulatory requirements.
✨Demonstrate Your Detail-Oriented Nature
As the role requires a detail-oriented approach, be ready to provide examples from your past work where your attention to detail made a significant impact. This could include specific tasks or projects where accuracy was crucial.
✨Highlight Your Communication Skills
Effective communication is key in this role. Prepare to discuss how you have successfully communicated with both clients and colleagues in previous positions. Consider sharing instances where your communication skills helped resolve issues or improve processes.
✨Express Your Commitment to Professional Growth
Since the company offers a supportive career pathway to Paraplanner, express your enthusiasm for professional development. Discuss any relevant qualifications you are pursuing or plan to pursue, and how they align with the company's values and goals.
