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Adviser Support - Wealth Management - City, London, United Kingdom, EC1A2


The Role

The individual will be working in a small team of financial services administrators,
providing administration for the firm's advisers.

The Candidate

The ideal candidate will have previous experience working in financial services based company,
preferably an IFA. The candidate will have experience using XPLAN and/or Adviser Office (also
known as Avelo or 1st Software) and should be confident dealing with high net worth
private clients. Preferably, the candidate will have experience with WRAP platforms and
is working towards the Diploma in Financial Planning.

This is a position that requires a key team player and someone who is readily available to deal
with different tasks throughout their working day.

Duties Include:

  • Providing support to advisers and para-planners
  • Processing new business
  • Implementing advice given to clients
  • Liaising with product providers and clients
  • Basic report writing

Working hours are 9am - 5.30pm with a 1 hour lunch break.

Holiday: 20 days plus Christmas period rising to 23 days after 3 years and 25 days after 5 years.
Pension: Company pension scheme, matching employee contributions up to 3%

Exams: Study material and exams are paid for by the company, and two days study leave per exam.

A discretionary bonus is considered for each staff member in April/May each year.