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About the Client

Our client is an award winning Financial Advisory firm, and they are looking for an Adviser to support their Financial Advisers.

Previous financial experience would be a benefit however someone who wants to follow this career path and understands the house buying process / mortgages would also be suitable. The salary reflects to amount / type of experience.

My client is looking for someone willing to learn and take some financial exams (paid for by the company).

Salary: £25,000 - £40,000 DOE

Hours: Monday to Friday 8.00am – 5.00pm (normally finish at 4.00pm Friday)

Location: Office Based, Milton Keynes in beautiful riverside offices, working with a dynamic, professional and friendly team

Benefits

* 28 days holiday (inc. bank holidays) PLUS additional holidays to cover Christmas and New Year closure

* Parking

* Training in the financial services sector

* Company events

* Company pension

* Free parking (on-site or nearby)

* Referral programme

* Sick pay

About the Role

As a Financial Adviser Support you will take responsibility for the ongoing relationships for a portfolio of clients and supporting the financial adviser by performing tasks such as:

* Creating Annual Review Reports accurately

* Creating Valuations

* Performing fund switches on client portfolios

* Maintaining regular contact with clients via phone calls, email and letters

* Expected to attend networking event every one to two weeks

* Sitting on the Financial Adviser client meetings with clients as well as actioning any 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

* Assist with general office duties required within a small specialist company

About You

* Work within defined business process and take on responsibility

* Ability to achieve agreed outcomes independently

* Ability to plan own workload

* Detailed and accurate

* Organised

* Ability to multitask and prioritise effectively

* Maintaining confidentiality

* Proactive

* Work effectively with the team