About the Client
Our client is an award winning Financial Advisory firm, and they are looking for an Adviser to support their Financial Advisers.
Previous experience within financial planning is essential. Experience with pensions would be an advantage.
My client is looking for someone willing to learn and take some financial exams (paid for by the company) and work to becoming a Financial Adviser.
Salary: £35,000 - £45,000 DOE
Hours: Monday to Friday 8.00am - 5.00pm (normally finish at 4.00pm Friday)
Location: Office Based, Milton Keynes in beautiful riverside offices, working with a dynamic, professional and friendly team
Benefits
* 28 days holiday (inc. bank holidays) PLUS additional holidays to cover Christmas and New Year closure
* Parking
* Training in the financial services sector
* Company events
* Company pension
* Free parking (on-site or nearby)
* Referral programme
* Sick pay
About the Role
As a Financial Adviser Support you will take responsibility for the ongoing relationships for a portfolio of clients and supporting the financial adviser by performing tasks such as:
1. Creating Annual Review Reports accurately
2. Creating Valuations
3. Performing fund switches on client portfolios
4. Maintaining regular contact with clients via phon...