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- Tasks: Support Financial Advisers by processing client applications and maintaining records.
- Company: Join a successful financial planning firm known for developing high-performing advisers.
- Benefits: Enjoy 25 days holiday, bonuses, and a supportive workplace culture.
- Why this job: Make an impact in finance while growing your career in a collaborative environment.
- Qualifications: 2+ years in financial services administration with strong communication and organization skills.
- Other info: Flexible working hours and opportunities for professional development await you!
The predicted salary is between 28800 - 43200 £ per year.
Financial Adviser Support
Location: Wakefield
A well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.
This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and contributing to delivering outstanding service to clients.
What will you do?
- Process new client applications, ensuring compliance with regulatory requirements.
- Maintain accurate client records using CRM systems
- Liaise with providers to gather plan information
- Prepare reports and presentations for adviser meetings.
- Respond to client queries
- Assist with processing investment transactions
Preferred experience:
- 2+ years’ experience in financial services administration.
- An understanding of FCA regulations and compliance procedures.
- Excellent communication, organisation, and time management skills.
- Proactive attitude, and a commitment to professional development.
What's on Offer?
- Clear opportunities for salary progression.
- Discretionary bonuses, including production and performance-related incentives.
- Holiday allowance (25 days + bank holidays).
- Workplace pension and death-in-service benefits (4x salary).
- Supportive, inclusive, and collaborative workplace culture with development opportunities.
Working Hours:
- Monday–Thursday: 9:00–17:00
- Friday: 8:30–16:30
If you’re ready to make an impact in a thriving financial services environment and further your career, we’d love to hear from you!
Adviser Support Specialist employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Support Specialist
✨Tip Number 1
Familiarize yourself with FCA regulations and compliance procedures. This knowledge will not only help you in the role but also demonstrate your commitment to understanding the industry, which is crucial for a position supporting financial advisers.
✨Tip Number 2
Highlight your experience with CRM systems during your interactions. Being able to efficiently maintain accurate client records is key in this role, so showcasing your proficiency can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client queries in the past. Strong communication and organizational skills are essential, and sharing your experiences can illustrate your capabilities effectively.
✨Tip Number 4
Demonstrate a proactive attitude by researching the company and its culture before your interview. Showing that you align with their values and are eager to contribute to a collaborative environment can make a positive impression.
We think you need these skills to ace Adviser Support Specialist
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Adviser Support Specialist position. Make sure you understand the key responsibilities and preferred experience required, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 2+ years of experience in financial services administration. Be specific about your familiarity with FCA regulations and compliance procedures, as this is a crucial aspect of the role.
Showcase Your Skills: Demonstrate your excellent communication, organization, and time management skills in your application. Provide examples of how you've successfully managed tasks or projects in previous roles to illustrate your proactive attitude.
Craft a Compelling Cover Letter: Write a personalized cover letter that expresses your enthusiasm for the position and the company. Mention why you are drawn to their collaborative workplace culture and how you can contribute to delivering outstanding service to clients.
How to prepare for a job interview at Ellis James Partners
✨Show Your Knowledge of Financial Regulations
Since the role requires an understanding of FCA regulations and compliance procedures, be prepared to discuss your knowledge in this area. Highlight any relevant experience you have and how it has shaped your approach to financial services administration.
✨Demonstrate Your Organizational Skills
As an Adviser Support Specialist, you'll need excellent organization and time management skills. Prepare examples from your past work where you successfully managed multiple tasks or projects simultaneously, showcasing your ability to prioritize effectively.
✨Prepare for Client Interaction Scenarios
You will likely face questions about how you handle client queries and maintain client records. Think of specific instances where you provided exceptional service or resolved a challenging situation, and be ready to share those stories.
✨Express Your Commitment to Professional Development
The firm values a proactive attitude and commitment to growth. Be sure to mention any relevant training, certifications, or professional development activities you've pursued, and express your enthusiasm for continuing to learn and grow within the financial services sector.
