Technical Administrator - Financial Adviser SupportLocation: Bournemouth
Salary: £25,000 - £29,000
Are you an organised and detail-oriented professional seeking to grow your career in financial services?
A well-established Financial Planning firm known for developing high performing Financial Advisers is seeking an enthusiastic professional to join their adviser support team.
What will you do? - Collaborate closely with financial advisers and the back-office team to ensure seamless operations.
- Act as a key liaison for clients, handling queries with professionalism and efficiency.
- Maintain communication with providers to manage documentation and updates.
- Prepare and manage client records to ensure compliance and accuracy.
- Draft Letters of Authority, schedule meetings, and manage adviser diaries.
- Process new business and prepare meeting materials to support client engagement.
Preferred experience: - Background in financial services is advantageous (e.g., IFA, pensions, investments, wealth management, mortgages).
- Excellent administration, time management, and prioritisation skills.
What s on Offer: - Exam support and funding, including salary increase for exam completion
- A positive, collaborative work culture with opportunities to become a Financial Adviser
- Alternative work locations available in Yeovil, Shaftesbury, and Corsham
If you re ready to take the next step in your career, we d love to hear from you!
