Adviser Support

Description

Adviser Support

City of London (2 days a week, post 3-month probationary period)

Salary: Flexible, Excellent Benefits + Exam Support

We re working exclusively with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.

Due to continued growth, they are looking for a driven and detail-oriented Adviser Support professional to join their collaborative team. Supporting two established Financial Advisers and their Paraplanners, this is a great opportunity for someone with financial services administration experience who is looking to grow their career.

Why Join This Business

Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market Certified B Corp, demonstrating genuine social and environmental accountability Full exam support after successful probation Supportive career pathway to Paraplanner

Benefits include:

Private Medical Insurance Discretionary annual bonus Hybrid working after probation (2 days per week in the office) Up to 30 days of annual leave Flexible working hours Company events

About You

Minimum 3 years of experience in financial planning or wealth management administration Strong understanding of FCA compliance and regulatory requirements Excellent communication and organisational skills

Apply now for a confidential discussion.

Ad ID: 5417291567