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.
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
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 & Skills - Comfortable working in a fast-paced, high-volume environment. - Excellent IT skills including strong proficiency in Microsoft Office tools including Excel. - Impeccable attention to detail with a focus on accuracy and professionalism. - Strong organisational skills with the ability to adapt to shifting priorities. - Self-motivated, able to manage time effectively and work independently. xohmjla
Great benefits and career potential.
Adviser Support in Kingsthorpe 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
