Financial Advisor Assistant

Job details

If you are looking to work for a company that invests in its teams development, as well as to be recognised as one of the best in the UK at what they do, and if you are a solid, experienced administrator ideally in the world of finance, investments, mortgage or related sector, then this may be worth a read!

Role: Client Advisor Support

Location: Milton Keynes

Salary: circa £30,000 - £40,000 depending on experience and qualifications

Benefits: pension
28 days holiday (inc bank holidays) PLUS additional holidays to cover Christmas and New Year closure
parking
Continuous development sponsored and a bonus at exams passed (great career of Financial services potentially!)
employee recognition awards
Friday breakfast club
Fab Festive team events
and lots more!

Hours: worked Monday to Friday 8.00- 5.00pm (normally 4.00pm finish on a Friday to start the weekend)

Overview
The Adviser support team members have responsibility for the ongoing relationship for a portfolio of clients and supporting the financial adviser in looking after these client’s needs, providing excellent, ongoing non-advised service and help the team and brand maintain a very high client satisfaction and maintaining the status of being one of the top Financial Services companies in Buckinghamshire and listed in the Financial Times.

Key Duties & Responsibilities

Take responsibility for a portfolio of clients, performing tasks such as:
- Creating Annual Review Reports accurately and in a timely manner
- Creating Valuations
- Performing fund switches on client portfolios with absolute accuracy and attention to detail
- Maintaining regular contact with clients via phone calls, email and letters to ensure great client support and service, building trusted, valued relationships
- Sitting on the Financial Adviser client meetings with clients, taking detailed notes as well as actioning any agreed outcomes, updating client fact-find and client notes.
- Dealing with client queries (via liaison with the financial adviser) in the expected time frame
- Build a strong relationship with clients
- Attend weekly networking events to raise the profile of the business. If they are breakfast or supper events, time off in lieu will be given
- Assist with general office duties required within a small specialist company - this includes things from making the tea, to emptying the bins, to loading the dishwasher - it's a teamwork thing

Attributes & Skills Required

You need to be someone who is experienced at working within defined business process and take on responsibility, using common sense and initiative
Ability to achieve agreed outcomes independently
Ability to plan your daily/weekly workload, prioritising effectively and efficiently ensuring deadlines are met
Detailed and accurate is absolutely essential
Organised, methodical and process driven as would be required in the world of financial services and investments
Excellent and maintaining confidentiality and professionalism at all times
Proactive and forward thinking - not just reacting to required work.
Work effectively with the team, supporting and assisting when and where required
Ability to learn and develop as you will be required to take the required exams and if you wish, to continue developing your career into the world of Financial services - your future career invested in and paid for by the company and a bonus for passing the exam!
Well spoken with excellent English communication skills both spoken and written as you will be dealing with all types of people
Good grammar, spelling and punctuation is a must to create legal documents
A professional outlook in the way you work and present yourself to your peers and clients
Good IT skills
Good keyboard skills
Good notetaking ability to take notes in meetings
A solid, stable career history
Driver to attend networking events and possibly visit other offices in the portfolio
Minimum of 5 GCSEs passes inc Maths and English (level 6+/ C)
Full rights to work/reside in the UK
the ability to pass a Financial Services check

Ideally, you will have previous financial sector experience such as banking, pensions, mortgage industries, although having the experience of being involved in life events, for example, understanding the house buying process, personal pension, would also be an great advantage to this position.

This is truly a great opportunity for the right person with the right career history, people skills and attributes. If this is you, then please send your CV now for review. If you do not hear back within 5 working days, you will not have been shortlisted on this occasion. Thank you for your interest.