At a Glance
- Tasks: Support Financial Advisors and manage client portfolios with professionalism.
- Company: Established financial services business in Scarborough with a supportive team.
- Benefits: Competitive salary, full training provided, and opportunities for professional development.
- Other info: Full-time role with excellent career progression opportunities.
- Why this job: Join a dynamic team and grow your career in the financial services industry.
- Qualifications: Experience in financial services and understanding of ISAs, pensions, and investments.
The predicted salary is between 30000 - 35000 £ per year.
We are working with a well-established financial services business in Scarborough who are looking to welcome a Financial Advisor Support professional to their team. This is an excellent opportunity for someone with financial services experience who understands products such as ISAs and pensions and is looking to develop their career further. While previous paraplanning experience would be advantageous, full training can be provided for the right person.
This role plays an important part in supporting Financial Advisors and delivering a high-quality service to clients, helping ensure their financial arrangements and ongoing needs are managed professionally and compliantly.
Some of the Financial Advisor Support duties will include:
- Acting as a key point of contact for clients, handling enquiries and providing a professional service
- Supporting with client portfolio management and ongoing account administration
- Assisting clients and advisors with financial products including investments, pensions and insurance
- Supporting advisor onboarding processes, contracts and account management activity
- Preparing reports and maintaining accurate client documentation
- Monitoring market trends and supporting advisors with client updates
- Ensuring compliance with financial regulations and company procedures
- Identifying opportunities to enhance client services and support business growth
We are keen to speak with candidates who have experience working within financial services and a good understanding of products such as ISAs, pensions and investments. Knowledge of the Intelligent Office (IO) system would be advantageous, although training can be provided.
This is a full-time position working Monday to Friday, 9am to 5pm, earning between £30,000-£35,000 depending on experience. This is a fantastic opportunity to join a supportive team where you can build your knowledge, develop professionally and progress within financial services.
Financial Advisor Support in Scarborough employer: Castle Employment Agency Ltd
Join a well-established financial services business in Scarborough, where you will be part of a supportive team dedicated to delivering high-quality service to clients. With a focus on professional development, this role offers comprehensive training and opportunities for career progression within the financial sector, making it an excellent choice for those looking to enhance their skills and grow in a rewarding environment.
Contact Details:
Castle Employment Agency Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor Support in Scarborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. Sometimes, it's all about who you know, and a friendly chat can lead to a great job!
✨Tip Number 2
Prepare for those interviews! Research the company and its services thoroughly. Be ready to discuss how your experience with ISAs, pensions, and investments can add value to their team. Confidence is key!
✨Tip Number 3
Showcase your skills! If you've got any relevant certifications or training, make sure to highlight them during your conversations. Even if you lack paraplanning experience, your willingness to learn and grow can set you apart.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are proactive and take the initiative. Plus, it makes it easier for us to keep track of your application and get back to you quickly.
We think you need these skills to ace Financial Advisor Support in Scarborough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial services, especially with products like ISAs and pensions. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about the Financial Advisor Support role and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Attention to Detail:In financial services, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their information clearly and correctly.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s quick and easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Castle Employment Agency Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of ISAs, pensions, and investments. Being able to discuss these products confidently will show that you understand the core of the role and can support Financial Advisors effectively.
✨Demonstrate Client Service Skills
Prepare examples of how you've provided excellent client service in the past. This role is all about supporting clients and advisors, so showcasing your ability to handle enquiries and manage client relationships will set you apart.
✨Familiarise Yourself with Compliance
Understanding financial regulations is crucial. Do some research on compliance standards in the financial services sector, as this will help you answer questions related to ensuring professional and compliant service delivery.
✨Ask Insightful Questions
At the end of the interview, don’t hesitate to ask questions about the team dynamics or the onboarding process for new advisors. This shows your interest in the role and helps you gauge if the company culture aligns with your career goals.
