Advisor Support – Financial Services – Grad Role

Salary: £26,000 per year

Financial Services – Advisor Support – Graduate position – sponsored professional qualifications alongside

£20,000 to start, increasing to £26,000 at 6 months and £23,000 at 12 months, plus financially supported study, and annual bonus.

Nottingham – flexible working available after probation

Due to continued growth our client, a friendly, professional financial services organisation, currently requires several Graduates within their successful business. This is a great opportunity to step onto the career ladder and start a career in the very professional Financial Services Industry.

Overview:

To be an internal support for IFAs and other elements of their sales distribution channels. Effectively administer and monitor work generated by the Sales Executives ensuring all external and internal compliance procedures and other matters are strictly adhered to.

Training and Education for the Graduate Advisor Support role:

They provide full training. Additionally, in conjunction with your jobs, you are financially supported to study for and take Chartered Insurance Institute exams to gain professional qualifications such as the Certificate in Financial Services. In addition, in-house training is regularly scheduled, while staff mentors provide training and guidance daily.

Progression for the Graduate Advisor Support role:

The role pays £26,000to start, increasing to £21,500 on passing probation at 6 months and £23,000 at 12 months. If you perform well in the role you can expect your salary and responsibilities to increase quickly. Salaries are not capped and are based on knowledge and performance.

Key Duties (all trained):

• Provide support for and assist with the building of good customer relationships with Independent Financial Advisers who contact the company
• Create and maintain adviser records
• Create and maintain records of new business opportunities.
• Assist advisers with their requests for application documentation.
• Produce, save, and record pension illustrations, as well as assist with the follow-up of previous illustrations.
• Assist with the initial vetting of new business applications, ensuring that all required documentation is correct
• Assist with contacting financial advisers to arrange appointments on behalf of the Company’s sales representatives.
• Assist with mailshots and invitations to seminars and workshops and their follow-up, to help maximise buy-in by advisers.

Person Specification for the Graduate Advisor Support role:

Recently graduated with at least a 2:2 degree in any subject

C’s or above in GCSE English Language and Mathematics

Bright, conscientious, and eager to learn

Some experience of working in a professional office environment

Benefits for the Graduate Advisor Support role:

Monday to Friday 9am to 5pm, 1 hour for lunch

25 days holiday plus bank holidays

Company-sponsored CII courses

Financial rewards for passing CII exams

Pension – they contribute 5%

End of year discretionary bonus based on individual performance

Staff travel scheme

Save As You Earn Scheme

Health and Wellbeing Support

Online Health and Fitness Programme

Flexible Working with 60% spent in the office offered

Please note that due to a high volume of applications across all our adverts we are only able to respond to those who have been shortlisted. If you haven’t had a response within 48 hrs please assume you have been unsuccessful.