Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers by managing client reviews and preparing essential documentation.
- Company: Join a leading team of Independent Financial Advisers known for exceptional client service.
- Benefits: Enjoy 26 holidays, hybrid working, flexible hours, and a company pension scheme.
- Why this job: Be part of a supportive culture that values client relationships and personal growth.
- Qualifications: One year in financial services, strong communication skills, and attention to detail required.
- Other info: Opportunity for hybrid work after probation and access to exclusive discounts.
Stockport £23,500-£24,000 DOE
Our Client has one of the largest and most respected teams of Independent Financial Advisers in the Northwest and Nationwide. They are a service-oriented organisation where the client is at the centre of everything they do. With clients ranging from individuals to blue chip corporates, they ensure that the advice and service they deliver is right all the time. They currently have an open position for an Advisor Support Administrator to join their team.
What’s in it for you?
- 26 holidays per year, using 3 days in between Christmas & New Year. Plus, an extra day for your birthday
- Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.
- Flexible working between the hours of 8am to 6pm, as long as 7 hours are worked each day in between core hours of 10am – 4pm.
- 34.5 hours per week
- Company Pension Scheme
- Access to Benefit Hub which includes discounts to products, tickets etc
- Group Life Scheme
Key Responsibilities:
- Managing the review service cycle from start to finish
- Triggering service cases on the in-house system
- Communicating with clients to arrange their annual/6 monthly review
- Preparing a review pack before the meeting is due to take place, including: Preparing a valuation, Checking compliance documents are up to date and on file, Checking Expression of Wishes are applicable and on file
- Checking if ISA allowances are applicable and noting any remaining allowance
- Dealing with the LOA process, sending off Letters of authority/appointment and retrieving information on the policies and distributing to advisers.
- Cleansing the client record on the in-house system (including their plans, assets, liabilities, and personal information) before sending an invite to our online client portal
- Attending client meetings with your advisers where possible
- Taking notes during client meetings and preparing file notes afterwards on the adviser’s behalf
- Preparing/sending paperwork directly to clients on behalf of your adviser
- Managing the ‘change of adviser’ process (Where clients have moved from advisers internally, you will communicate with your teams and providers to ensure the in-house system is updated as well as the platforms)
- Communicating with and problem solving any issues clients may have with registering/logging in to their online portal
- Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.
- Ad-Hoc data projects
What we’re looking for:
- At least one year’s experience working in the financial services
- Excellent interpersonal and communication skills
- Efficiency, accuracy & attention to detail
- Self-motivated and willing to take the initiative
- Strong organisational skills with the ability to adapt and successfully multitask
- Excellent telephone manner
- IO experience would be desirable
- Knowledge of pensions and Investments
Apply online or for more information please contact one of our specialist consultants quoting reference number: NJR1567
Adviser Support Administrator employer: NJR Recruitment Ltd
Contact Detail:
NJR Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Support Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on pensions and investments. Understanding these areas will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, particularly over the phone. Since the role requires excellent telephone manners, consider role-playing scenarios with a friend to build confidence and clarity in your responses.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects in previous roles. This will highlight your ability to multitask effectively, which is crucial for this position.
✨Tip Number 4
Network with professionals in the financial services sector. Attend relevant events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the Adviser Support Administrator role.
We think you need these skills to ace Adviser Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved client communication or administrative support. Use keywords from the job description to demonstrate your fit for the Adviser Support Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal and communication skills. Mention specific examples of how you've successfully managed client relationships or administrative tasks in previous roles, aligning your experiences with the responsibilities listed in the job description.
Highlight Relevant Skills: In your application, emphasise your organisational skills, attention to detail, and ability to multitask. Provide examples of how you've demonstrated these skills in past positions, especially in a financial services context.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Adviser Support Administrator role.
How to prepare for a job interview at NJR Recruitment Ltd
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of financial services, especially pensions and investments. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Demonstrate Your Organisational Skills
Since the role involves managing multiple tasks and client records, be prepared to share examples of how you've successfully organised and prioritised your work in previous positions. This will highlight your ability to multitask effectively.
✨Showcase Your Communication Skills
As an Adviser Support Administrator, you'll need excellent interpersonal skills. Practice articulating your thoughts clearly and consider preparing a few anecdotes that demonstrate your ability to communicate effectively with clients and colleagues.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific situations, such as dealing with a difficult client or managing a tight deadline. Think through potential scenarios and how you would approach them, showcasing your problem-solving abilities.
