The Role

The role requires an individual to provide support to one or more financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties.

This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.



The ideal person


  • Research a broad range of financial products across all financial sectors
  • Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process
  • Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and adviser accordingly
  • Sending Letters of Authority
  • Collate and evaluate client policy/investment/pension
  • Create and maintain client files and enter details onto back office database
  • New business processing and submission to business quality, submitting onto external and internal systems.
  • General administration and client servicing support as needed.
  • Office facilities coordinating & organising, arranging through external suppliers to include but not limited to: Stationary orders , confidential waste , electrical surveys and testing , heath and safety, first aid, fire precaution procedures, royal mail, etc.


  • Ability to build strong working relationships with both the IFA, and the rest of the team.
  • Previous experience of working within a similar role within a financial services business is desirable.
  • Experience using financial research tools.
  • Working towards diploma qualification.
  • Must have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
  • You must be happy to work on your own and as part of a team and have excellent time management skills.
  • Good IT skills including Office 365.
  • Capable of meeting deadlines and being able to prioritise effectively.
  • Good telephone manner.

Apply direct to our recruitment team

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