At a Glance
- Tasks: Support advisers by managing client communications and preparing detailed reports.
- Company: Join one of Northampton's largest IFA firms with a strong team culture.
- Benefits: Competitive salary, career progression, and supportive work environment.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Be the trusted support for advisers and make a real difference in clients' financial journeys.
- Qualifications: Two years' experience in an IFA or Wealth firm; Level 4 diploma progress is a plus.
The predicted salary is between 49500 - 60500 £ per year.
James Phillip Financial recruitment are pleased to working with one of Northamptons largest IFA firms.
Looking to expand the team and take on an adviser support.
You will ideally have two years experience working in a similar role within an IFA or Wealth firm and looking to further your career.
An exam or two towards the level 4 diploma in regulated financial planning would be great along with experience using Intelliflo.
Key Responsibilities - Act as the primary point of contact for clients on behalf of the Adviser. - Build and maintain a strong one-to-one working relationship with the Adviser, becoming their trusted go-to support. - Produce Suitability Reports (Reason Why Letters) in accordance with regulatory standards. - Accurately process new business applications from submission to completion. - Prepare detailed portfolio reports and supporting materials ahead of client meetings. - Manage the day-to-day administration of client accounts including, but not limited to: Fund switches/Client communications/CRM/back-office system record management - Take ownership of compliance checks and ensure all instructed business is ready for sign-off. - Organise and prioritise daily workload in line with the Adviser's client commitments and firm standards.
Key Attributes
Adviser Support employer: James Phillip Financial Recruitment
Join a local award-winning Chartered Wealth company that prioritises employee growth and development, offering a clear pathway to advance into key leadership roles such as the SMF16 Compliance Oversight Function holder. With a strong commitment to compliance excellence and a supportive work culture, employees benefit from ongoing training, a collaborative environment, and the opportunity to make a meaningful impact in the financial services sector while upholding the highest industry standards.
Contact Details:
James Phillip Financial Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Support
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like James Phillip Financial Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Adviser Support
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to James Phillip Financial Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on James Phillip Financial Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at James Phillip Financial Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with James Phillip Financial Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at James Phillip Financial Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former James Phillip Financial Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
