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- Tasks: Support Advisers with operational and technical admin tasks in a dynamic financial planning firm.
- Company: Join a successful Financial Planning firm in a state-of-the-art office in Surrey.
- Benefits: Enjoy flexible hours, private healthcare, and a fun office environment with perks like a BBQ area.
- Why this job: Great opportunity to develop skills while working with high-profile clients and a supportive team.
- Qualifications: A keen interest in Financial Services and basic knowledge of financial products is essential.
- Other info: Progression opportunities available, including support for CII qualifications.
The predicted salary is between 30000 - 32000 £ per year.
Location: Esher
Salary: £30,000 – £32,000
Type: Permanent
Workplace: On-Site
Ref: 87371
Role: Adviser Support Administrator
This is an exciting opportunity for an Administrator to join a successful Financial Planning firm, based out of their state-of-the-art office in Surrey.
Due to internal promotions, the business now has space for a new addition to their Adviser Support team. The role is for someone who currently works in Financial Services or has previous experience working within the industry.
You will be responsible for assisting several Advisers of the practice with operational and technical administrative responsibilities. They have hired four graduates over the past couple of years who are getting on exceptionally well.
Working within a knowledgeable and close-knit team makes this a fantastic opportunity for somebody to develop their skill set. You will be working with high-profile and high-net-worth clients, helping the business offer bespoke financial advice.
Progression is available should you have ambitions to be a future team leader/manager, or ambitions to move into Paraplanning or Advising once embedded into the role.
Study and exam support towards CII qualifications is strongly supported.
Role Duties include:
- Act as the point of contact between Financial Planners, Paraplanners, and Clients
- Prepare client meeting packs & documentation
- Processing new business
- Managing the CRM, Salesforce
- Preparing illustrations and applications forms
- Updating client records
- Adhere to data protection & FCA regulations
Company Benefits:
- Bespoke high-spec new office building including kitchen breakfast bar, pool table, breakout pods/rooms, BBQ social area, and large garden area
- Discretionary annual bonus
- Pension 4% matching
- Private Healthcare
- 4x Death in Service
- Flexible hours
What’s needed to be considered?
- Keen interest in Financial Services, in particular Financial Planning
- Basic knowledge of financial products, particularly Pensions and Investments
- Team player, eager to share knowledge previously obtained as well as learn on the job
#J-18808-Ljbffr
Adviser Support employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Support
✨Tip Number 1
Make sure to familiarize yourself with the latest trends and regulations in Financial Services, especially around Pensions and Investments. This knowledge will not only help you in the role but also show your genuine interest during the interview.
✨Tip Number 2
Network with professionals already working in Financial Planning. Attend industry events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Highlight any previous experience you have in administrative roles, particularly within Financial Services. Be ready to discuss specific examples of how you've supported teams or managed client interactions effectively.
✨Tip Number 4
Show your eagerness to learn and grow within the company. Mention your interest in pursuing CII qualifications and how you see yourself progressing into roles like Paraplanning or Advising in the future.
We think you need these skills to ace Adviser Support
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize any previous experience you have in Financial Services, particularly in roles that involved administrative support. Mention specific tasks you've handled that relate to the duties listed in the job description.
Showcase Your Skills: Detail your skills that align with the role, such as CRM management, client communication, and data protection knowledge. Use examples to demonstrate how you've successfully applied these skills in past positions.
Express Your Interest in Financial Planning: Clearly convey your enthusiasm for Financial Planning and your eagerness to learn more about the industry. Mention any relevant qualifications or courses you are pursuing or plan to pursue, especially those related to CII qualifications.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements and responsibilities of the Adviser Support role. Use keywords from the job description to ensure your application stands out to recruiters.
How to prepare for a job interview at TN United Kingdom
✨Show Your Financial Services Knowledge
Make sure to brush up on your understanding of financial products, especially pensions and investments. Being able to discuss these topics confidently will demonstrate your keen interest in the industry.
✨Highlight Teamwork Skills
Since this role emphasizes being a team player, prepare examples from your past experiences where you successfully collaborated with others. This will show that you can contribute positively to their close-knit team.
✨Prepare for Technical Questions
Expect questions related to operational and technical administrative tasks. Familiarize yourself with CRM systems like Salesforce and be ready to discuss how you've managed similar responsibilities in previous roles.
✨Express Ambition for Growth
The company values progression, so be sure to communicate your career aspirations. Whether you're interested in becoming a team leader or moving into Paraplanning, sharing your goals will align with their supportive culture.
