Remote Financial Adviser Support
Are you looking for a fully remote, employed role providing administration support to financial advice firms? Our business is continuing to grow, and while vacancies arise from time to time, we’re always keen to connect with great candidates.
All of our roles are fully home-based — we’ll never ask you to work from an office. We offer a competitive salary, enhanced pension contributions, a group life scheme, exam support, and much more. We provide full training and welcome applications from anywhere in the UK. We’ll also guide and support you in setting up a comfortable and effective home working environment.
All you need is a laptop, a printer, and a private space to work. We’ll provide everything else, including IT licences and stationery.
We don’t expect our administrators to work overtime. However, for those who choose to, all overtime is fully paid (based on total hours worked each month).
Benefits include:
• Medicash Healthcare Cash Plan
• Enhanced pension contributions
• Occupational sick pay scheme
• Death in Service cover
• Exam support
• Smart Health Scheme
• Birthday off work
(Some benefits are non-contractual)
Experience and Skills
You will need at least 5 years of relevant experience within a financial planning environment, and you must have an excellent understanding of the industry, regulation, data protection and products.
We look for excellent written and verbal communication skills, and the ability to learn new systems quickly. We look for administrators who are striving to provide an exceptional service, not an average service. Organisational skills are also important.
• Do you have relevant industry experience?
• Do you understand data protection?
• Are you self-motivated & proactive?
• Can you prioritise & work unsupervised?
• Can you manage your time effectively?
• Do you have excellent communication skills?
• Can you write professional letters?
• Do you have PA support skills?
• Are you confident speaking with clients?
• Are you confident with IT?
• Do you have excellent organisational skills?
Get in Touch
If you can answer ‘Yes’ to all the questions above, and would like more information about working with us and providing remote administration support to advice firms, we’d love to hear from you. Please get in touch for details.