Advisor Support

If you are looking for an Advisor Support job that gives you the chance to build solid technical knowledge and work towards a future paraplanner position, this role offers the ideal blend of administration, client support and development.

You will be part of a busy support team ensuring advice cases progress smoothly from start to finish. Your day will include preparing documentation for adviser meetings, managing workflows, processing new business, speaking with providers and handling client queries. Strong attention to detail and confidence using financial planning systems will help you contribute to an efficient and high quality service.

You will benefit from structured development, funded exams and a collaborative team environment, with the opportunity over time to step into a trainee paraplanner route once you and the business are ready.

• Essential - Recent experience in a financial planning or wealth management administration role
• Essential - Strong understanding of investments and pensions processes and provider platforms
• Essential - Confident using CRM and back office systems plus Microsoft Office
• Desirable - Working towards or interested in R0 or Diploma in Regulated Financial Planning
• Desirable - Previous experience supporting Financial Advisers or Paraplanners

A growing financial planning business that continues to invest in its support teams through training, technology and clear development pathways. The company has a strong service culture and offers a supportive working environment.

• Salary up to 30,000
• Hybrid working with around two or three days per week in the office
• Full time Monday to Friday
• 25 days holiday plus benefits package including pension, death in service and income protection
• Health and wellbeing benefits, optional private medical cover and other lifestyle perks
• Full study support and internal training with a pathway towards paraplanning

Ideally suited to candidates within commuting distance of an office near Portishead. Potential to consider remote applicants on a case-by-case basis across the South West, South Wales or up to Reading.

If this Advisor Support job sounds right for you, apply today and we will be in touch.