At a Glance
- Tasks: Support Financial Advisors and manage client portfolios with professionalism.
- Company: Established financial services business in Scarborough with a supportive team culture.
- 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 make a real impact in clients' financial journeys.
- 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 Group
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 opportunities for professional development and comprehensive training provided, this role as a Financial Advisor Support offers a rewarding career path in a collaborative work culture that values employee growth and compliance excellence.
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. You never know who might have a lead or be able to refer you to the right people.
✨Tip Number 2
Prepare for those interviews! Research the company and its services, especially around ISAs and pensions. Show them you’re not just another candidate; you’re genuinely interested in their business and ready to contribute.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Financial Advisor Support. Highlight your understanding of financial products and how you can enhance client services.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
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 reflects the skills and experience that match the Financial Advisor Support role. Highlight any relevant financial services experience, especially with ISAs and pensions, to show us you’re a great fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re interested in this role and how your background aligns with what we’re looking for. 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. This shows us you take pride in your work and understand the importance of compliance and professionalism.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates about the process!
How to prepare for a job interview at Castle Employment Group
✨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 role and can support Financial Advisors effectively.
✨Demonstrate Your Client Service Skills
Think of examples from your past experience where you've provided excellent client service. Be ready to share how you handled enquiries or resolved issues, as this role is all about delivering a high-quality service to clients.
✨Familiarise Yourself with Compliance
Understanding financial regulations is crucial in this role. Do some research on compliance standards in the financial services industry so you can speak knowledgeably about how you would ensure adherence to these regulations.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This could be about the team dynamics, the onboarding process for new advisors, or how they measure success in client service. It shows you're genuinely interested in the role and the company.
