Quick Questions: Do you have experience supporting financial advisers? Are you proficient with IO, Aberdeen, Aviva, Transact, or similar back-office systems? Are you looking for a hybrid working arrangement? Benefits: Private medical insurance Pension scheme Income protection Annual bonus About the Company: This UK-based independent financial advice firm is built on trust, transparency, and personalised client service. They provide expertise across pensions, investments, and protection, offering a supportive and dynamic environment for those passionate about helping clients achieve their financial goals. Key Duties: Assist in the preparation of annual client reviews Complete files in line withcompliance standards Liaise with providers and clients regarding new and existing business, including pensions, investments, life cover, and employee benefits Support the preparation of simple suitability reports Process and submit new business applications, both online and by post, and monitor progress Skills Required: Strong numeracy, reporting, and communication skills Proficient in Microsoft Word, Excel, and Outlook Knowledge of Intelliflo is advantageous Experience with provider/platforms such as Abrdn WRAP, Aviva, Transact, AJ Bell, James Hay, Brooks Macdonald, Advance Embark, Utmost, or Tatton is beneficial but not essential Apply Today: Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested. Please note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.