Financial Advisor Support

Salary: £36,000 – £48,000 per year

Due to continued growth, a well established firm of Independent Financial Advisors are looking for an a experienced Financial Administrator to join their Advisor Support team.

Established for over 30 years, this firm are specialists in their field of wealth management and investment advice, acting on behalf of their clients to research the best way forward to meet their goals and objectives without any ties or restrictions to providers.

The suitable candidate will have a minimum of 2 years experience gained within Financial Services or an IFA’s, be level 4 qualified and have PTS status.

Duties will include:

• Providing dedicated administrative support to the Financial Advisors and their paraplanners

• Processing new Business

• Assist with development of the financial planning process

• Liaising with providers and clients

• Acting as contact for clients via email and phone

• Basic report writing

• Demonstrating an awareness of compliance, regulations and procedures

• Following internal disclosure procedures

Successful candidates will possess a professional and friendly approach, with the ability to work unsupervised will be able to demonstrate the competence to meet deadlines.

This is a fantastic time to join a busy and growing firm who will support you with your studies and personal development.

Purchasing Professionals is an Independent Recruitment Company specialising in all Head Office vacancies including Accountancy & Finance, Financial Services, HR, Procurement, Operations, Logistics, Legal, Property, E-Commerce, IT, Customer Services, Marketing, Commercial and Business Support, from Trainee to Director level.