Job Ref: 213862065

Date: 2021-05-28 16:18:53

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Financial Adviser Support

Salary dependent on work experience

Office based in Milton Keynes

This exciting opportunity is ideal for someone seeking a career in financial services. Working for this prestigious family run business which recently featured in the Financial Times Top 100 advisers in the UK. the Adviser Support role provides support to the Financial Advisers and other team members in the office.

You will be involved in the day-to-day goings on within a busy office in facilitating excellent service to our clients. Within this role you would be given plenty of support and guidance as you learn the different ways that we conduct our business and on financial services in general along with the many products/different ways that we can invest our client's assets to achieve their long-term financial goals.

One of the key positions of adviser support is sitting on client meeting along with an adviser and helping complete a client fact-find for the client (the fact find is a document detailing in depth the current circumstances and objectives of clients. It is this document that our paraplanners/advisers use to provide a tailored solution to the client)

This is a fabulous opportunity for the right candidates who are prepared to work hard and are looking for a long-term career in the financial services industry.

If you feel able to give outstanding customer service and wish to learn about investing and financial services, this could be the start to a very exciting career.

Hours of work are normally 8.00 – 17.00. Normally weekend/bank holiday work is generally not required.

Good exam grades (or predicted grades) for those leaving education would be expected especially in Math's and English. Psychology and business studies

Profile Resourcing is acting as an Employment Agency in relation to this vacancy

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