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- Job Type: Full-time
- Location: Wakefield
- Salary: £25,000
Join our team as a Financial Adviser Support, where you will play a crucial role in supporting our Financial Advisers by ensuring the smooth and efficient management of client accounts. This position is ideal for someone with a strong background in financial services, looking to further their career in a supportive and dynamic environment.
Day-to-day of the role:- Process new client applications, ensuring all paperwork is completed accurately and in compliance with FCA regulations.
- Maintain up-to-date client records on the CRM platform.
- Liaise with third-party providers to gather plan information and conduct critical yield calculations.
- Demonstrate a strong understanding of regulatory calculations such as carry forward allowances and Inheritance Tax (IHT) calculations.
- Communicate with clients to gather information and complete account administration tasks.
- Assist with processing client investment transactions while adhering to compliance procedures.
- Prepare reports and presentations for Financial Advisers.
- Manage client queries and resolve issues promptly and professionally.
- Maintain a strong understanding of current financial products and regulations.
- Contribute to the development and implementation of efficient administrative processes.
- Minimum of 2 years’ experience in a similar role.
- Strong understanding of financial services regulations (FCA).
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and comfort with learning new software programs.
- Excellent organisational and time management skills, with the ability to prioritise workload effectively.
- Strong attention to detail and accuracy in all aspects of work.
- Excellent communication and interpersonal skills, both written and verbal.
- Team player with a positive and proactive attitude.
- Desire to develop within the role.
- Competitive salary and benefits package including a discretionary bonus scheme, pension scheme, and holiday allowance.
- Opportunities for professional development within a growing financial services company.
- Supportive and collaborative work environment.
- The chance to make a real difference by connecting clients with the financial advice they need.
