Ellis James Partners Ltd
Financial Adviser Assistant
Job Location
Newton Solney, United Kingdom
Job Description
Independent Financial Adviser Support
Are you humble, driven, and eager to advance in financial services while making a meaningful difference in a growing practice?
If you're looking for a role that offers variety, responsibility, and the potential to grow into an adviser position, this could be the perfect opportunity.
Overview
We’ve partnered with a rapidly expanding IFA practice based in Derby, seeking an Adviser support specialist. This role is ideal for someone with an administrative background, who is eager to develop in the Wealth Management Sector.
What’s in it for you?
Variety: Engage in client administration, light paraplanning, research, growth planning, and PA and marketing tasks.
Flexibility: Enjoy flexible working arrangements that prioritise work-life balance.
Career Progression: This isn’t just another job - you’ll have the chance to grow into an adviser role if you choose, working alongside a senior adviser who plans to significantly expand the practice.
Competitive Salary: Offering between £27,000 and £35,000, with plenty of room for career advancement. What do you need?
1-2 years experience in Financial Services is essential.
Comfortable with both client interaction and back-office duties, maintaining excellent client relationships.
Soft skills: Strong interpersonal, communication, and problem-solving abilities, with a focus on building trust and long-term client relationships.
Ideally based within 45 minutes to an hour from Derby.
Ready to take your next step?
Join a growing practice where you’ll gain hands-on experience, variety in your daily tasks, and a clear path to becoming an adviser
Location: Newton Solney, GB
Posted Date: 12/27/2024
Are you humble, driven, and eager to advance in financial services while making a meaningful difference in a growing practice?
If you're looking for a role that offers variety, responsibility, and the potential to grow into an adviser position, this could be the perfect opportunity.
Overview
We’ve partnered with a rapidly expanding IFA practice based in Derby, seeking an Adviser support specialist. This role is ideal for someone with an administrative background, who is eager to develop in the Wealth Management Sector.
What’s in it for you?
Variety: Engage in client administration, light paraplanning, research, growth planning, and PA and marketing tasks.
Flexibility: Enjoy flexible working arrangements that prioritise work-life balance.
Career Progression: This isn’t just another job - you’ll have the chance to grow into an adviser role if you choose, working alongside a senior adviser who plans to significantly expand the practice.
Competitive Salary: Offering between £27,000 and £35,000, with plenty of room for career advancement. What do you need?
1-2 years experience in Financial Services is essential.
Comfortable with both client interaction and back-office duties, maintaining excellent client relationships.
Soft skills: Strong interpersonal, communication, and problem-solving abilities, with a focus on building trust and long-term client relationships.
Ideally based within 45 minutes to an hour from Derby.
Ready to take your next step?
Join a growing practice where you’ll gain hands-on experience, variety in your daily tasks, and a clear path to becoming an adviser
Location: Newton Solney, GB
Posted Date: 12/27/2024
Contact Information
| Contact | Human Resources Ellis James Partners Ltd |
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