Adviser Support Administrator

Role: Adviser Support AdministratorLocation: Esher High Street Salary: £30,000 - £35,000

Working from home on FridaysThis is an exciting opportunity for an Adviser Support 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 and has working knowledge of the industry.You will be responsible for assisting several Advisers of the practice with operational and technical administrative responsibilities.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, break out 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?

• Experience working in Financial Services, in particular Financial Planning
• Knowledge of financial products, particularly Pensions and Investments
• Team player, eager to share knowledge previously obtained as well as learn on the job