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Financial Adviser Support
Job Posted: 2 days ago
Salary: £ 25,000 - 40,000 / Annum
Job Type: Permanent
Location: MK4, Shenley Brook End, Milton Keynes
Expire in: a month
Job Description
About the Client
Our client is an award winning Financial Advisory firm, and they are looking for an Adviser to support their Financial Advisers.
Previous financial experience would be a benefit however someone who wants to follow this career path and understands the house buying process / mortgages would also be suitable. The salary reflects to amount / type of experience.
My client is looking for someone willing to learn and take some financial exams (paid for by the company).
Salary: £25,000 - £40,000 DOE
Hours: Monday to Friday 8.00am – 5.00pm (normally finish at 4.00pm Friday)
Location: Office Based, Milton Keynes in beautiful riverside offices, working with a dynamic, professional and friendly team
Benefits
* 28 days holiday (inc. bank holidays) PLUS additional holidays to cover Christmas and New Year closure
* Parking
* Training in the financial services sector
* Company events
* Company pension
* Free parking (on-site or nearby)
* Referral programme
* Sick pay
About the Role
As a Financial Adviser Support you will take responsibility for the ongoing relationships for a portfolio of clients and supporting the financial adviser by performing tasks such as:
* Creating Annual Review Reports accurately
* Creating Valuations
* Performing fund switches on client portfolios
* Maintaining regular contact with clients via phone calls, email and letters
* Expected to attend networking event every one to two weeks
* Sitting on the Financial Adviser client meetings with clients as well as actioning any outcomes, updating client fact-find and client notes.
* Dealing with client queries (via liaison with the financial adviser) in the expected time frame
* Build a strong relationship with clients
* Assist with general office duties required within a small specialist company
About You
* Work within defined business process and take on responsibility
* Ability to achieve agreed outcomes independently
* Ability to plan own workload
* Detailed and accurate
* Organised
* Ability to multitask and prioritise effectively
* Maintaining confidentiality
* Proactive
* Work effectively with the teamBefore You Apply
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- Bank details.
- National Insurance number.
- Date of birth.
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Looking for your next career move? Join a top company hiring Financial Adviser Support job near me in MK4, Shenley Brook End, Milton Keynes! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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