Adviser Support (Remote) Remote
Financial Lifestyle Management
Full Time
Remote
22000 GBP ANNUAL Today
Job description
The Company:
We are a fast-paced wealth management company based in the City of London, looking after more than three thousand high net worth clients. Our company was founded out of our clients’ desires to pursue their career, taking time for themselves and their families, without having to worry about financial arrangements. We pride ourselves on prioritising our clients’ needs and this has been the basis of our success.
The Opportunity:
This is a brilliant opportunity for a highly organised and efficient individual to assist several Financial Advisers of a fast - growing wealth management company. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond. You will receive full in-house training and the opportunity to work within a team, assisting Advisers with a range of administrative tasks. Your role will play a vital part in ensuring the financial planning processes between the adviser and client remain efficient and seamless.
The Role:
- Receiving/sending correspondence from/to multiple internal and external stakeholders
- Calling internal and external stakeholders on a daily basis to set expectations and ensure deadlines are met
- Processing a range of work including, but not limited to, suitability letters, business submissions, administrative tasks, and client/Adviser queries
- Maintain accurate and up to date records on behalf of clients, Advisers and the team
- Support workloads within the team to ensure Service Level Agreements are maintained
- Communicate with team members to ensure all cases are processed timely and effectively in line with agreed service standards
- Supporting the team with ad-hoc projects and administrative tasks
Required Skills:
- Proven work experience within a professional environment, including telephony-based work. Financial Services experience is useful but not essential.
- Ability to work within defined business processes, achieving agreed outcomes without supervision.
- Excellent organisation and communication skills.
- Attention to detail with absolute precision.
- The ability to multitask and think proactively.
- A team player with an assertive “can do” approach.
- Experience working with Microsoft Office, particularly Excel and Word
Salary & Additional Benefits:
- Competitive salary
- PMI after the qualifying period
- Pension after 3 months
- Annual leave rollover scheme
- Gym and active discounts
- Birthday lie-in
Because of the changing nature of our business, your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.
By applying for this role, you confirm that you have the right to work in the UK.
Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.
