At a Glance
- Tasks: Support Financial Advisers with administrative tasks and client communications.
- Company: Fast-paced wealth management firm in the heart of London.
- Benefits: Competitive salary, internal training, flexible working, and family-friendly perks.
- Other info: Enjoy social events, career growth, and a supportive work environment.
- Why this job: Join a dynamic team and make a real impact in finance.
- Qualifications: Organised, proactive, and great communication skills; finance interest is a plus.
The predicted salary is between 40500 - 49500 £ per year.
Title
Adviser Support
Location
City of London, Hybrid
Salary
£28,000
Contract
Permanent, full-time
The Company
We are a fast-paced wealth management company based in the City of London, looking after more than three thousand high net worth clients.
Our company was founded out of our clients’ desires to pursue their career, taking time for themselves and their families, without having to worry about financial arrangements.
We pride ourselves on prioritising our clients’ needs and this has been the basis of our success.
The Opportunity
This is a brilliant opportunity for a highly organised and efficient individual to assist several Financial Advisers of a fast - growing wealth management company.
It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond.
You will receive full in-house training and the opportunity to work within a team, assisting Advisers with a range of administrative tasks.
Your role will play a vital part in ensuring the financial planning processes between the adviser and client remain efficient and seamless.
The Role
- Receiving/sending correspondence from/to multiple internal and external stakeholders
- Calling internal and external stakeholders on a daily basis to set expectations and ensure deadlines are met
- Processing a range of work including, but not limited to, suitability letters, business submissions, administrative tasks, and client/Adviser queries
- Maintain accurate and up-to-date records on behalf of clients, Advisers and the team
- Support workloads within the team to ensure Service Level Agreements are maintained
- Communicate with team members to ensure all cases are processed timely and effectively in line with agreed service standards
- Supporting the team with ad-hoc projects and administrative tasks
Required Skills
- Proven work experience within a professional environment, including telephony-based work.
- Financial Services experience is useful but not essential.
- Ability to work within defined business processes, achieving agreed outcomes without supervision.
- Excellent organisation and communication skills.
- Attention to detail with absolute precision.
- The ability to multitask and think proactively.
- A team player with an assertive “can do” approach.
- Experience working with Microsoft Office, particularly Excel and Word
Salary & Additional Benefits
- Competitive salary
- Internal Training Programme
- Two Salary Reviews Per Annum*
- PMI after the qualifying period
- Pension after 3 months
- Annual leave rollover scheme
- Family-friendly Benefits
- Long-term sick policy
- Company Social Events
- Company Issue Laptop
- Home office Budget
- Wagestream
- Perkbox
- 22 days of annual leave with a length of service increment up to an additional 5 days.
- Bank holidays
- Modern & Well Equipped Office
- Birthday lie-in
- Talklife Workplace (EAP)
- LIVI GP
Because of the changing nature of our business, your job description will inevitably change.
You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.
By applying for this role, you confirm that you have the right to work in the UK.
Please notify a member of the team if you require reasonable adjustments made if you choose to apply, by emailing careers@flmltd. com
Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.
Adviser Support in London employer: Financial Lifestyle Management
As a fast-paced wealth management company located in the heart of London, we pride ourselves on our client-first approach and a vibrant work culture that fosters growth and collaboration. Employees enjoy a hybrid working model, competitive benefits including private medical insurance and family-friendly perks, and opportunities for professional development within a supportive team environment. Join us to be part of a dynamic organisation where your contributions truly matter and where you can thrive both personally and professionally.
Contact Details:
Financial Lifestyle Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Support in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Financial Lifestyle Management. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Financial Lifestyle Management.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Financial Lifestyle Management. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Adviser Support in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Financial Lifestyle Management and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Financial Lifestyle Management how you can be a team player!
How to prepare for a job interview at Financial Lifestyle Management
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Financial Lifestyle Management.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Financial Lifestyle Management's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
