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- Tasks: Support financial advisers by managing workflows and client queries in a dynamic team.
- Company: A growing financial planning business focused on training and development.
- Benefits: Salary up to £30,000, hybrid working, 25 days holiday, and health perks.
- Other info: Structured development with full study support and internal training opportunities.
- Why this job: Gain valuable experience and work towards becoming a paraplanner in a supportive environment.
- Qualifications: Experience in financial planning and strong understanding of investments and pensions.
The predicted salary is between 24000 - 36000 £ per year.
If you are looking for an Advisor Support job that gives you the chance to build solid technical knowledge and work towards a future paraplanner position, this role offers the ideal blend of administration, client support and development. You will be part of a busy support team ensuring advice cases progress smoothly from start to finish. Your day will include preparing documentation for adviser meetings, managing workflows, processing new business, speaking with providers and handling client queries. Strong attention to detail and confidence using financial planning systems will help you contribute to an efficient and high quality service. You will benefit from structured development, funded exams and a collaborative team environment, with the opportunity over time to step into a trainee paraplanner route once you and the business are ready.
Advisor Support Requirements
- Essential - Recent experience in a financial planning or wealth management administration role
- Essential - Strong understanding of investments and pensions processes and provider platforms
- Essential - Confident using CRM and back office systems plus Microsoft Office
- Desirable - Working towards or interested in R0 or Diploma in Regulated Financial Planning
- Desirable - Previous experience supporting Financial Advisers or Paraplanners
The Company
A growing financial planning business that continues to invest in its support teams through training, technology and clear development pathways. The company has a strong service culture and offers a supportive working environment.
Advisor Support Benefits
- Salary up to £30,000
- Hybrid working with around two or three days per week in the office
- Full time Monday to Friday
- 25 days holiday plus benefits package including pension, death in service and income protection
- Health and wellbeing benefits, optional private medical cover and other lifestyle perks
- Full study support and internal training with a pathway towards paraplanning
Location ideally suited to candidates within commuting distance of an office near Portishead. Potential to consider remote applicants on a case-by-case basis across the South West, South Wales or up to Reading.
If this Advisor Support job sounds right for you, apply today and we will be in touch.
Advisor Support in Portishead employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor Support in Portishead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investments and pensions. We want you to feel confident discussing these topics, as they’re key to the Advisor Support role. Practice common interview questions with a mate to get comfortable!
✨Tip Number 3
Show off your tech skills! Familiarise yourself with CRM and back office systems before the interview. If you can demonstrate your proficiency, it’ll show that you’re ready to hit the ground running in this fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Advisor Support in Portishead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your recent experience in financial planning or wealth management, and don’t forget to showcase your understanding of investments and pensions processes.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the Advisor Support role and how your background makes you a great fit. Be sure to mention your confidence with CRM systems and Microsoft Office.
Showcase Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. A polished application shows that you can deliver high-quality work, which is key for this position.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, investments, and pensions. Familiarise yourself with the specific processes and provider platforms mentioned in the job description. This will not only show your enthusiasm but also your readiness to hit the ground running.
✨Showcase Your Experience
Be prepared to discuss your recent experience in financial planning or wealth management administration. Think of specific examples where you've supported advisers or paraplanners, and how your attention to detail has made a difference in your previous roles.
✨Get Comfortable with Tech
Since the role requires confidence using CRM and back office systems, make sure you can talk about your proficiency with these tools. If you have experience with Microsoft Office, be ready to share how you've used it to streamline processes or improve efficiency.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s support culture and development pathways. This shows that you're genuinely interested in growing within the company and are keen to understand how they can help you progress towards a paraplanner position.