Financial adviser Work, Jobs in Weymouth (with Salaries)

Adviser Support Assistant
Gillinghams Independent Financial Advisers —Bridport
- £24,800 - £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
10d
Ongoing Advice Specialist
Eight Financial Advice —Broadstone
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
5d
Quality Assurance Specialist
Eight Financial Advice —Broadstone
- Full-time
- Hybrid work
- Salesforce
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
5d
Private Wealth Adviser - Self-Employed
Skybound Wealth Management —Poole
- Hybrid work

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Adviser Support Assistant

Gillinghams Independent Financial Advisers
Bridport

Quick apply

Job details

Permanent | Full-time
£24,800 - £26,500 a year
10 days ago

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
Financial services
Communication skills
Time management

Full job description

Job Overview
We are seeking a motivated, organised, and reliable Adviser Support Assistant to join our friendly and supportive team.

This full-time role offers an excellent opportunity to gain valuable experience within a professional financial planning environment and will be based at our office in Bridport.

As a small, close-knit business, teamwork, communication, and a positive attitude are at the heart of everything we do. Every team member plays an important role in delivering excellent service to our clients and contributing to a collaborative and professional working environment.

Whether you are already working in administration or looking to further develop your career in financial services, we will provide the support, training, and professional development needed to help you succeed.

The Opportunity

The Adviser Support Assistant plays a key role in supporting the day-to-day operations of the business. You will work closely with Advisers and Paraplanners, helping to deliver outstanding client outcomes through high-quality administration and client service.

This role provides an excellent opportunity to join a supportive and growing financial planning business. We are keen to find someone who will become an integral part of the team, and there may be the opportunity for the role to become permanent for the right candidate, subject to business needs.

Working closely with Advisers and Paraplanners, you will gain exposure to a wide range of financial planning activities, including client servicing, review preparation, new business processing, and regulatory administration. We are committed to supporting your professional development and will provide training to help you build your knowledge of financial planning products, services, and industry regulations.

For candidates looking to develop a longer-term career in financial services, this role offers valuable experience and the opportunity to broaden your technical knowledge, undertake professional qualifications, and position yourself for future progression opportunities within the business should they arise.

Requirements

Proven experience in administrative roles within a professional environment
Knowledge of financial services or financial planning is desirable but not essential
Excellent communication skills, both written and verbal
Proficiency in Microsoft Office suite, including Word, Excel, Outlook
Organisational skills with the ability to manage multiple tasks effectively and prioritise workload
Good time management skills to meet deadlines consistently
Customer service experience with a professional approach to client interactions
IT literacy with the ability to adapt quickly to new systems or software updates

This role offers a dynamic working environment where organisational abilities and analytical skills are valued. The Adviser Support Assistant will play a vital part in supporting our advisers’ success while developing their own expertise within the financial services industry.

Pay: £24,800.00-£26,500.00 per year

Work Location: In person

Quick apply

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financial adviser jobs in weymouth

Adviser Support Assistant

Ongoing Advice Specialist

Quality Assurance Specialist

Private Wealth Adviser - Self-Employed

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