Job Description
Adviser Support
* Annual Salary: Up to £32,000 - depends on experience/qualifications
* Location: Fully Remote (with occasional office visits for training)
* Job Type: Permanent
* Working Hours: Full-time, Monday – Friday
Join our Adviser Support & Paraplanning team and play a crucial role in delivering outstanding customer service to a large client bank nationwide. This fully remote role is ideal for someone with strong IGA support experience and a technical interest, looking to contribute to our mission of providing exceptional client experiences through meticulous and timely work.
Day-to-day of the role:
* Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests.
* Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required.
* Workflow Management: Monitor and manage workflows to ensure timely completion of tasks.
* Report Writing: Prepare basic reports using pre-defined templates.
* Business Processing: Process new business applications accurately and efficiently.
* Application Forms: Generate and complete application forms as needed.
* Client Interaction: Although remote, maintain readiness to greet clients professionally during any required office visits.
* General Administration: Maintain records, update systems, and support compliance requirements.
Required Skills & Qualifications:
* Strong organisational skills with excellent attention to detail and accuracy.
* Exceptional multi-tasking and prioritisation abilities; able to work under pressure.
* Outstanding communication and interpersonal skills, both written and verbal, with clear articulation.
* Proven ability to work effectively both independently and as part of a team.
* Proficiency in Microsoft Office and in-house CRM systems, with the ability to navigate and adhere to defined business processes.
* Solid understanding of compliance requirements within the advisory process.
* Experience supporting Wealth Advisers across various product areas.
* Demonstrated track record of achieving targets independently.
* Strong IGA support experience and a keen technical interest.
Benefits:
* Opportunities for professional growth and development, including funded exams and continuous in-house training.
* Fully remote working model with occasional office visits for training.
* A collaborative team environment that values innovation and client satisfaction.
To apply for the Adviser Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.