Technical Financial Administrator

JobTitle: Technical Financial Administrator - with training to be an Financial AdvisorLocation: ManningtreeSalary: £28,000 - £32,000 + BonusBenefits: Full training and long-term career development with potential sponsorship to become a Financial Adviser

AbouttheCompany:This boutique financial planning practice is known for its high-touch client service and tailored wealth advice. Led by a highly experienced adviser, the firm is based in a peaceful countryside setting and offers a close-knit working environment where autonomy and initiative are key. With an eye on succession planning, the business is keen to support the right individual to progress towards a Financial Adviser role in the coming years.

Role Summary:This is a unique opportunity to join a respected self-employed adviser as their right-hand support. You'll be central to the smooth running of client meetings, research, and compliance, with plenty of scope to grow. Full training is provided, and the role offers a defined pathway into financial advice within 5 years, including sponsorship towards professional qualifications.

Key Responsibilities:

• Pension, Investment and Protection research: deepen your market knowledge and analytical skills
• Preparing Discussion Documents for adviser meetings: contribute to personalised financial strategies
• Producing Suitability Reports: learn key regulatory and planning requirements
• Managing the adviser diary and annual reviews: ensure seamless client service
• Running the back-office system and acting as the main client contact: be the engine behind the adviser's productivity
• Meeting and greeting clients: build rapport and maintain a welcoming office environment

Requirements:

• Ideally started (or keen to start) the CII Financial Adviser exams
• Strong attention to detail and time management
• Comfortable with numbers and able to solve problems independently
• Confident communicator with a good phone manner
• Must have a driving licence and be able to work full-time in office