Financial Adviser Support

RETIREMENT PROFESSIONALS LTD is a dedicated retirement planning company specializing in providing expert financial advice. Located in Worsley, Manchester, the team consists of Independent Financial Advisers who focus on helping clients make informed financial decisions for their retirement. With a strong commitment to delivering quality financial solutions, RETIREMENT PROFESSIONALS LTD emphasizes personalized services tailored to each individual’s needs. The company is well-regarded for its professionalism and expertise within the financial services sector.

This is a full-time on-site role for a Financial Adviser Support position, based in Walkden. The role involves providing administrative and operational support to financial advisers, including preparing reports, managing client files, scheduling appointments, and ensuring all client documentation is accurate and up to date. The candidate will assist in processing new business submissions, maintaining compliance procedures, and liaising with clients to deliver exceptional service.

This is an opportunity to gain valuable financial services experience in a professional setting.

• Strong organizational and administrative skills, with attention to detail
• Proficiency in client relationship management and excellent communication abilities
• Knowledge of financial products and compliance regulations, or a willingness to learn
• Proficiency in Microsoft Office Suite and other relevant software
• Ability to work collaboratively in a team-oriented environment
• Adaptable to speaking with clients and maintaining a professional demeanor
• Experience with in the financial services industry is beneficial

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