Adviser Support AdministratorFinancial Services | Southampton | Hybrid CAP Resourcing is proud to be working with a well-established financial planning business in Southampton who are looking to appoint an Adviser Support Administrator to join their growing team.This is a key support role, working closely with Financial Advisers to ensure clients receive a professional, compliant and personable financial planning experience.To be successful in this role, you will be:Highly organised with strong attention to detailConfident in written and verbal communicationComfortable working independently and as part of a teamAble to manage multiple tasks and varying workloadsIT-literate with solid Microsoft Office skillsDesirable (but not essential)Experience within a financial services environmentKnowledge of investment products such as ISAs, pensions and bondsExperience using CRM systems and investment platformsWillingness to work towards a regulatory qualification (no qualifications required initially)What’s on OfferCompetitive salaryContributory pension (5% employee / 5% employer)20 days holiday plus bank holidays (rising to 25 with service)Group medical benefitsDeath in service (4x salary)Permanent health insuranceFlexible working arrangementsIf you’re looking to develop a long-term career within financial services in a supportive, professional environment, we’d love to hear from you.
Job Title
Wealth Management Administrator