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Adviser Support
City of London (2 days a week, post 3-month probationary period)Salary: Flexible, Excellent Benefits + Exam SupportWe’re working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.Due to continued growth, they are looking for a driven and detail-oriented Adviser Support professional to join their collaborative team. Supporting one very established Financial Adviser who looks after a large portfolio of clients (£750m), this is a great opportunity for someone with strong financial services administration experience who is looking to grow their career. Why Join This Business
- Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market
- Certified B Corp, demonstrating genuine social and environmental accountability
- Full exam support after successful probation
- Supportive career pathway to Paraplanner
Benefits include:
- Private Medical Insurance
- Discretionary annual bonus
- Hybrid working after probation (2 days per week in the office)
- Up to 30 days of annual leave
- Flexible working hours
- Company events
About You
- Minimum 1 year of experience in financial planning or wealth management administration
- Strong understanding of FCA compliance and regulatory requirements
- Excellent communication and organisational skills
Apply now for a confidential discussion about the Adviser Support vacancy.
