Adviser Support

recruitment22

Posted 4 days ago, valid for 3 days

Stockport, Cheshire SK4 3GN, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The Adviser Support Opportunity is based in Stockport with a hybrid working model and offers a salary of £24,000.
The company is an Independent Financial Adviser focused on building long-term client relationships and maintaining low staff turnover.
Candidates will receive support for professional development, including training to achieve the Level 4 Diploma in Regulated Financial Planning.
Responsibilities include handling client queries, managing workload, processing documentation, and assisting with general administration tasks.
Applicants should have good experience in a Financial Services environment, with some knowledge of pensions or investments being desirable.

Adviser Support Opportunity, Stockport/Hybrid, £24,000 with Development and Progression The company They are an Independent Financial Advisers based in Stockport who focus on developing long term relationships with their clients. They do this largely by maintaining a low level of staff turnover, allowing clients to liaise with the same people consistently, and by providing the best possible financial advice. Development & ProgressionThe business have clear lines of progression and will support your development with both in role training by supporting/paying for you to pass CII DipPFS exams – Level 4 Diploma in Regulated Financial Planning. When successful you can work towards becoming a member of their Client Services Administration team and then longer term towards Paraplanning and giving Advice. Responsibilities

Handling queries from clients and providers
Managing your own workload through a diary system
Issuing, chasing, and processing letters of authority
Produce client portfolio valuations from a variety of providers
Reviewing regulatory documentation and ensuring all is accurate and up to date
Assisting with general administration duties when required

Experience you’ll need

Good working experience within a Financial Services environment
Some pensions and or investments experience is desirable

Next steps

Click apply, we respond to every application

Apply now in a few quick clicks

Adviser Support

Investment Consultant

Investment Consultant - Manchester

Bid Manager - Investment Business