Financial Advice Support Manager

*Hot Career Opportunity – Esteemed IFA & Employer! *

Have you had previous experience with financial advisory / planning processes – such as as a paraplanner, advisor, support manager, practice/office manager or in compliance?

Would you like an interesting and exciting new career challenge locally with scope for progression?

Will you thrive in a role with genuine impact on client experience and company processes?

If yes… then… apply now with your CV for immediate consideration!

Rare opportunity to the local market!  Any transferrable experience will be considered; you will ideally bring experience / knowledge of the advising process, and should have DipFA level 4 minimum qualification.

Super role – playing a crucial part in the running of day-to-day operations across the financial advisory practice, and developments to company procedures!  Great chance for impact.

Day-to-day, you will be a go-to for :-

• Operational support across advice processes such as client onboarding, preparing documents such as suitability reports, organising yearly / adhoc reviews
• Researching and implementing best practice across the company
• Handling queries from employees and end clients
• File auditing
• Process mapping and identifying areas for improvement
• Identifying and implementing training requirements to staff across the company
• Researching regulatory changes and supporting the Compliance Manager with change roll-outs
• Producing reports for Directors.

Mon-Fri 9-5

Excellent working environment, near to Tunbridge Wells – with free parking and great transport links

Flexible hybrid working options!

Salary with experience £45-55,000

+ benefits!!

Chances for further career opportunity and qualifications

If you… have transferrable experience and an interest to develop your financial services career… this could be the role for you!!

Apply with your CV, or beter, call our Tunbridge Wells office team to discuss- 01892 540054