Adviser Support

Adviser Support

City of London (2 days a week, post 3-month probationary period)
Salary: Flexible, Excellent Benefits + Exam Support

We’re working exclusively with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.

Due to continued growth, they are looking for a driven and detail-oriented Adviser Support to join their collaborative team. Supporting two established Financial Advisers and their Paraplanners, this is a great opportunity for someone with financial services administration experience who is looking to grow their career.

Why Join This Business

• Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market
• Certified B Corp, demonstrating genuine social and environmental accountability
• Full exam support after successful probation
• Supportive career pathway to Paraplanner

Benefits include:

• Private Medical Insurance
• Discretionary annual bonus
• Hybrid working after probation (2 days per week in the office)
• Up to 30 days of annual leave
• Flexible working hours
• Company events

About You

• Minimum 1 year of experience in financial planning or wealth management administration
• Strong understanding of FCA compliance and regulatory requirements
• Excellent communication and organisational skills

Apply now for a confidential discussion about the Adviser Support vacancy.